Berkshire Hathaway shares owned by Pacific Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Pacific Wealth Management
from 13F filings
Historical chart of Pacific Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Pacific Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $308k | 612 | 502.74 |
| 2025-06-30 | $297k | 612 | 485.77 |
| 2025-03-31 | $326k | 612 | 532.58 |
| 2024-12-31 | $277k | 612 | 453.28 |
| 2024-09-30 | $282k | 612 | 460.26 |
| 2024-06-30 | $249k | 612 | 406.80 |
| 2024-03-31 | $218k | 612 | 356.66 |
| 2023-12-31 | $218k | 612 | 356.66 |
| 2023-09-30 | $214k | 612 | 350.30 |
| 2023-06-30 | $209k | 612 | 341.00 |
| 2022-03-31 | $216k | 612 | 352.94 |