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Berkshire Hathaway shares owned by Northwest Quadrant Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Northwest Quadrant Wealth Management from 13F filings

Historical chart of Northwest Quadrant Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Northwest Quadrant Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 6.3k 460.26
2024-06-30 $2.6M 6.3k 406.80
2024-03-31 $2.8M 6.5k 420.52
2023-12-31 $2.3M 6.5k 356.66
2023-09-30 $2.2M 6.3k 350.30
2023-06-30 $2.2M 6.4k 341.00
2023-03-31 $2.0M 6.4k 308.77
2022-12-31 $2.0M 6.4k 308.90
2022-09-30 $1.7M 6.5k 266.97
2022-06-30 $1.8M 6.5k 275.77
2022-03-31 $2.4M 6.9k 345.38
2021-12-31 $1.7M 5.5k 299.08
2021-09-30 $1.4M 5.0k 277.26
2021-06-30 $1.4M 5.2k 276.21
2021-03-31 $1.4M 5.4k 255.47
2020-12-31 $1.3M 5.5k 229.71
2020-09-30 $1.1M 5.3k 210.34
2020-06-30 $943k 5.3k 177.26
2020-03-31 $857k 4.9k 173.55
2019-12-31 $1.1M 5.0k 225.74
2019-09-30 $1.1M 5.0k 211.51
2019-06-30 $1.1M 5.0k 211.93
2019-03-31 $1.0M 5.0k 204.97
2018-12-31 $1.0M 5.1k 200.99
2018-09-30 $1.1M 5.1k 222.35
2018-06-30 $958k 5.1k 186.74
2018-03-31 $1.0M 5.1k 199.42
2017-12-31 $1.0M 5.1k 196.88
2017-09-30 $960k 5.2k 184.37
2017-06-30 $921k 5.2k 176.37
2017-03-31 $862k 5.2k 165.07
2016-12-31 $853k 5.2k 163.35

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Short Treas Bd (SHV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Amazon (AMZN)
Lockheed Martin Corporation (LMT)

View all positions for Northwest Quadrant Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management

View all funds holding Berkshire Hathaway