Berkshire Hathaway shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $30M | 64k | 460.26 |
| 2024-06-30 | $26M | 64k | 406.80 |
| 2024-03-31 | $25M | 60k | 420.52 |
| 2023-09-30 | $20M | 58k | 350.30 |
| 2023-06-30 | $19M | 57k | 341.00 |
| 2023-03-31 | $15M | 50k | 308.77 |
| 2022-12-31 | $8.3M | 27k | 308.92 |
| 2022-09-30 | $6.7M | 25k | 267.03 |
| 2022-06-30 | $7.4M | 27k | 273.02 |
| 2022-03-31 | $9.6M | 27k | 352.91 |
| 2021-12-31 | $7.5M | 25k | 299.00 |
| 2021-09-30 | $6.9M | 25k | 272.92 |
| 2021-06-30 | $6.1M | 22k | 277.91 |
| 2021-03-31 | $5.0M | 20k | 255.49 |
| 2020-12-31 | $4.2M | 18k | 231.86 |
| 2020-09-30 | $3.7M | 18k | 212.92 |
| 2020-06-30 | $2.8M | 16k | 178.53 |
| 2020-03-31 | $2.1M | 12k | 182.85 |
| 2019-12-31 | $3.0M | 13k | 226.47 |
| 2019-09-30 | $2.6M | 12k | 208.06 |
| 2019-06-30 | $2.7M | 13k | 201.89 |
| 2019-03-31 | $1.8M | 8.8k | 200.91 |
| 2018-12-31 | $1.6M | 8.1k | 204.20 |
| 2018-09-30 | $1.6M | 7.4k | 214.77 |
| 2018-06-30 | $1.2M | 6.6k | 187.85 |
| 2018-03-31 | $1.3M | 6.7k | 194.99 |
| 2017-12-31 | $1.2M | 5.8k | 202.68 |
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