Berkshire Hathaway shares owned by KCS Wealth Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by KCS Wealth Advisory
from 13F filings
Historical chart of KCS Wealth Advisory investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.3M | 12k | 350.30 |
| 2023-06-30 | $5.2M | 15k | 341.00 |
| 2023-03-31 | $4.6M | 15k | 308.77 |
| 2022-12-31 | $4.7M | 15k | 308.90 |
| 2022-09-30 | $4.0M | 15k | 267.03 |
| 2022-06-30 | $4.2M | 15k | 272.99 |
| 2022-03-31 | $5.4M | 15k | 352.92 |
| 2021-12-31 | $4.4M | 15k | 298.99 |
| 2021-09-30 | $3.9M | 14k | 272.96 |
| 2021-06-30 | $3.9M | 14k | 277.90 |
| 2021-03-31 | $3.5M | 14k | 255.49 |
| 2020-12-31 | $3.0M | 13k | 231.89 |
| 2020-09-30 | $2.7M | 13k | 212.93 |
| 2020-06-30 | $2.3M | 13k | 178.54 |
| 2020-03-31 | $1.8M | 9.9k | 182.81 |
| 2019-12-31 | $2.1M | 9.2k | 226.53 |
| 2019-09-30 | $1.8M | 8.9k | 208.02 |
| 2019-06-30 | $1.7M | 8.0k | 213.17 |
| 2019-03-31 | $1.3M | 6.3k | 200.86 |
| 2018-12-31 | $1.1M | 5.4k | 204.20 |
| 2018-09-30 | $1.0M | 4.8k | 214.14 |
| 2018-06-30 | $528k | 2.8k | 186.57 |
| 2018-03-31 | $430k | 2.2k | 199.54 |
| 2017-12-31 | $305k | 1.5k | 198.18 |