Berkshire Hathaway shares owned by O'Brien Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by O'Brien Wealth Partners
from 13F filings
Historical chart of O'Brien Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by O'Brien Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $270k | 663 | 406.80 |
| 2024-03-31 | $279k | 663 | 420.52 |
| 2023-12-31 | $266k | 745 | 356.66 |
| 2023-09-30 | $248k | 708 | 350.30 |
| 2023-06-30 | $241k | 708 | 341.00 |
| 2023-03-31 | $219k | 708 | 308.77 |
| 2022-12-31 | $235k | 759 | 308.90 |
| 2022-09-30 | $219k | 820 | 267.07 |
| 2022-06-30 | $221k | 809 | 273.18 |
| 2022-03-31 | $207k | 663 | 312.22 |
| 2021-12-31 | $208k | 646 | 321.98 |
| 2021-09-30 | $177k | 638 | 277.43 |
| 2021-06-30 | $225k | 811 | 277.78 |
| 2018-12-31 | $119k | 600 | 198.33 |
| 2018-09-30 | $128k | 600 | 213.33 |
| 2018-03-31 | $120k | 600 | 200.00 |