Precedent Wealth Partners »

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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Precedent Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Precedent Wealth Partners

Quarter filed Position value Share count Share price at filing
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

More positions owned by Precedent Wealth Partners

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Us Midcap Divid (DON)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Eafe Etf (EFA)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DMAY)
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAUG)
Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Us High Dividend (DHS)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)

View all positions for Precedent Wealth Partners

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Bank of America Corporation
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway