Berkshire Hathaway shares owned by Precedent Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Precedent Wealth Partners
from 13F filings
Historical chart of Precedent Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Precedent Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $485k | 965 | 502.74 |
| 2025-06-30 | $435k | 896 | 485.77 |
| 2025-03-31 | $444k | 834 | 532.58 |
| 2024-12-31 | $289k | 637 | 453.28 |
| 2024-09-30 | $334k | 725 | 460.07 |
| 2024-06-30 | $244k | 600 | 406.60 |
| 2024-03-31 | $300k | 713 | 420.52 |
| 2023-12-31 | $254k | 713 | 356.66 |