Berkshire Hathaway shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.4M | 6.7k | 500.39 |
| 2026-03-31 | $3.3M | 6.8k | 479.20 |
| 2025-12-31 | $3.4M | 6.8k | 502.65 |
| 2025-09-30 | $3.5M | 6.9k | 502.74 |
| 2025-06-30 | $3.4M | 6.9k | 485.77 |
| 2025-03-31 | $3.9M | 7.4k | 532.58 |
| 2024-12-31 | $3.3M | 7.3k | 453.28 |
| 2024-09-30 | $3.2M | 7.0k | 460.26 |
| 2024-06-30 | $2.8M | 6.8k | 406.80 |
| 2024-03-31 | $2.9M | 6.9k | 420.52 |
| 2023-12-31 | $2.5M | 6.9k | 356.66 |
| 2023-09-30 | $2.4M | 6.9k | 350.30 |
| 2023-06-30 | $2.4M | 2.3k | 1033.15 |
| 2023-03-31 | $2.1M | 6.9k | 308.77 |
| 2022-12-31 | $2.1M | 6.9k | 308.90 |
More positions owned by Pension & Wealth Management Advisors
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