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
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Orgel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |