Berkshire Hathaway shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.5M | 3.5k | 420.52 |
| 2023-12-31 | $7.1M | 20k | 356.66 |
| 2023-09-30 | $7.1M | 20k | 350.30 |
| 2023-06-30 | $6.9M | 20k | 341.00 |
| 2023-03-31 | $6.2M | 20k | 308.77 |
| 2022-12-31 | $6.2M | 20k | 308.90 |
| 2022-09-30 | $5.9M | 20k | 295.07 |
| 2022-06-30 | $5.0M | 18k | 273.00 |
| 2022-03-31 | $5.5M | 16k | 352.90 |
| 2021-12-31 | $232k | 775 | 299.35 |
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