Berkshire Hathaway shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 10k | 502.76 |
| 2025-06-30 | $5.1M | 11k | 485.79 |
| 2025-03-31 | $5.6M | 11k | 532.60 |
| 2024-12-31 | $4.7M | 11k | 453.30 |
| 2024-09-30 | $4.9M | 11k | 460.27 |
| 2024-06-30 | $4.4M | 11k | 406.81 |
| 2024-03-31 | $4.6M | 11k | 420.53 |
| 2023-12-31 | $3.7M | 10k | 356.67 |
| 2023-09-30 | $3.6M | 10k | 350.31 |
| 2023-06-30 | $3.7M | 11k | 341.01 |
| 2023-03-31 | $3.4M | 11k | 308.78 |
| 2022-12-31 | $3.4M | 11k | 308.91 |
| 2022-09-30 | $2.9M | 11k | 267.04 |
| 2022-06-30 | $3.6M | 13k | 273.01 |
| 2022-03-31 | $4.5M | 13k | 352.88 |
| 2021-12-31 | $3.1M | 10k | 298.96 |
| 2021-09-30 | $3.1M | 11k | 272.98 |
| 2021-06-30 | $3.1M | 11k | 277.96 |
| 2021-03-31 | $2.8M | 11k | 255.46 |
| 2020-12-31 | $2.2M | 9.5k | 231.90 |
| 2020-09-30 | $1.6M | 7.5k | 212.93 |
| 2020-06-30 | $1.4M | 7.9k | 178.50 |
| 2020-03-31 | $1.0M | 5.6k | 182.84 |
| 2019-12-31 | $1.2M | 1.2k | 1000.00 |
| 2019-09-30 | $1.1M | 5.1k | 208.09 |
| 2019-06-30 | $1.3M | 6.2k | 213.09 |
| 2018-12-31 | $1.1M | 5.6k | 204.14 |
| 2013-06-30 | $1.0k | 5 | 200.00 |
More positions owned by Institute For Wealth Management
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