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Berkshire Hathaway shares owned by Orgel Wealth Management

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

Historical chart of Orgel Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Orgel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $220k 477 460.26
2024-06-30 $219k 538 406.80
2024-03-31 $201k 477 420.52
2023-12-31 $206k 578 356.66
2019-03-31 $387k 1.9k 204.01
2018-12-31 $387k 1.9k 204.01