Berkshire Hathaway shares owned by Pacific Wealth Strategies Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Pacific Wealth Strategies Group
from 13F filings
Historical chart of Pacific Wealth Strategies Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Pacific Wealth Strategies Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $351k | 698 | 502.74 |
| 2025-06-30 | $259k | 548 | 471.88 |
| 2025-03-31 | $832k | 1.6k | 532.53 |
| 2024-12-31 | $722k | 1.6k | 453.24 |
| 2024-09-30 | $710k | 1.5k | 460.22 |
| 2024-06-30 | $750k | 1.8k | 406.77 |
| 2024-03-31 | $775k | 1.8k | 420.49 |
| 2023-12-31 | $657k | 1.8k | 356.63 |
| 2023-09-30 | $643k | 1.8k | 350.30 |
| 2023-06-30 | $625k | 1.8k | 341.00 |
| 2023-03-31 | $566k | 1.8k | 308.77 |
| 2022-12-31 | $567k | 1.8k | 308.90 |
| 2022-09-30 | $490k | 1.8k | 267.18 |
| 2022-06-30 | $501k | 1.8k | 273.17 |
| 2022-03-31 | $2.0M | 5.6k | 352.88 |
| 2021-12-31 | $1.6M | 5.3k | 298.96 |
| 2021-09-30 | $1.2M | 4.5k | 272.99 |
| 2021-06-30 | $1.3M | 4.6k | 277.84 |
| 2021-03-31 | $1.2M | 4.6k | 255.44 |
| 2020-12-31 | $1.1M | 4.7k | 233.98 |
| 2020-09-30 | $989k | 4.6k | 213.01 |
| 2020-06-30 | $876k | 4.9k | 178.48 |
| 2020-03-31 | $897k | 4.9k | 182.76 |
| 2019-12-31 | $1.1M | 4.7k | 226.50 |
| 2019-09-30 | $1.0M | 4.8k | 207.93 |
| 2019-06-30 | $738k | 3.5k | 213.11 |
| 2019-03-31 | $684k | 3.4k | 201.00 |
| 2018-09-30 | $637k | 3.0k | 214.05 |
| 2018-06-30 | $609k | 3.3k | 186.64 |
| 2018-03-31 | $578k | 2.9k | 199.52 |
| 2017-12-31 | $660k | 3.3k | 198.26 |
| 2017-09-30 | $878k | 4.8k | 183.22 |
| 2017-06-30 | $765k | 4.5k | 169.44 |
| 2017-03-31 | $729k | 4.4k | 166.78 |
| 2016-12-31 | $664k | 4.1k | 162.94 |
More positions owned by Pacific Wealth Strategies Group
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