Berkshire Hathaway shares owned by NewEdge Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by NewEdge Wealth
from 13F filings
Historical chart of NewEdge Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.1M | 23k | 356.66 |
| 2023-09-30 | $7.0M | 20k | 350.30 |
| 2023-06-30 | $5.6M | 17k | 341.00 |
| 2023-03-31 | $5.2M | 17k | 308.77 |
| 2022-12-31 | $5.0M | 16k | 308.90 |
| 2022-09-30 | $4.1M | 15k | 267.05 |
| 2022-06-30 | $3.5M | 13k | 272.98 |
| 2022-03-31 | $1.5M | 4.3k | 352.95 |
| 2021-12-31 | $1.0M | 3.4k | 298.98 |