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Berkshire Hathaway shares owned by Kestra Private Wealth Services

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Kestra Private Wealth Services from 13F filings

Historical chart of Kestra Private Wealth Services investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Kestra Private Wealth Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $58M 161k 356.66
2023-09-30 $50M 142k 350.30
2023-06-30 $45M 131k 341.00
2023-03-31 $34M 110k 308.77
2022-12-31 $33M 108k 308.90
2022-09-30 $27M 100k 267.02
2022-06-30 $25M 92k 273.02
2022-03-31 $31M 89k 352.91
2021-12-31 $26M 88k 299.00
2021-09-30 $23M 86k 272.93
2021-06-30 $23M 84k 277.92
2021-03-31 $22M 87k 255.47
2020-12-31 $20M 87k 229.65
2020-09-30 $19M 88k 213.55