Berkshire Hathaway shares owned by KWB Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by KWB Wealth
from 13F filings
Historical chart of KWB Wealth investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by KWB Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.0M | 5.0k | 406.80 |
2024-06-30 | $2.0M | 4.8k | 420.52 |
2024-03-31 | $2.0M | 4.9k | 420.52 |
2023-12-31 | $376k | 1.1k | 356.66 |
2023-09-30 | $360k | 1.1k | 341.00 |
2023-06-30 | $360k | 1.1k | 341.00 |
2023-03-31 | $326k | 1.1k | 308.90 |
2022-12-31 | $310k | 1.0k | 308.90 |
2022-09-30 | $282k | 1.1k | 267.30 |
2022-06-30 | $288k | 1.1k | 272.99 |
2022-03-31 | $315k | 1.1k | 298.58 |
2021-12-31 | $315k | 1.1k | 298.58 |
2021-09-30 | $288k | 1.1k | 272.99 |
2021-06-30 | $270k | 1.1k | 255.92 |
2021-03-31 | $280k | 1.1k | 255.71 |