Berkshire Hathaway shares owned by National Wealth Management Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by National Wealth Management Group
from 13F filings
Historical chart of National Wealth Management Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by National Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.3M | 9.3k | 460.26 |
| 2024-06-30 | $3.3M | 8.2k | 406.80 |
| 2024-03-31 | $3.0M | 7.0k | 420.52 |
| 2023-12-31 | $2.5M | 6.9k | 356.66 |
| 2023-09-30 | $2.3M | 6.7k | 350.30 |
| 2023-06-30 | $2.4M | 6.5k | 363.73 |
| 2023-03-31 | $1.3M | 4.0k | 322.49 |
| 2022-12-31 | $1.3M | 4.3k | 308.90 |
| 2022-09-30 | $1.3M | 4.9k | 267.02 |
| 2022-06-30 | $1.4M | 5.2k | 273.02 |
| 2022-03-31 | $1.8M | 5.0k | 352.91 |
| 2021-12-31 | $1.5M | 5.0k | 299.00 |
More positions owned by National Wealth Management Group
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