Berkshire Hathaway shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.6M | 10k | 453.28 |
| 2024-09-30 | $4.6M | 10k | 460.26 |
| 2024-06-30 | $4.1M | 10k | 406.80 |
| 2024-03-31 | $4.2M | 9.9k | 420.52 |
| 2023-12-31 | $3.5M | 9.9k | 356.66 |
| 2023-09-30 | $3.4M | 9.8k | 350.30 |
| 2023-06-30 | $3.2M | 9.4k | 341.00 |
| 2023-03-31 | $2.9M | 9.4k | 308.77 |
| 2022-12-31 | $3.0M | 9.7k | 308.90 |
| 2022-09-30 | $2.6M | 9.7k | 267.00 |
| 2022-06-30 | $2.6M | 9.7k | 272.95 |
| 2022-03-31 | $3.4M | 9.6k | 352.90 |
| 2021-12-31 | $2.9M | 9.6k | 298.96 |
| 2021-09-30 | $2.6M | 9.4k | 272.92 |
| 2021-06-30 | $2.6M | 9.4k | 278.26 |
| 2021-03-31 | $2.4M | 9.3k | 255.38 |
| 2020-12-31 | $2.0M | 8.8k | 231.83 |
| 2020-09-30 | $1.9M | 9.1k | 212.90 |
| 2020-06-30 | $1.5M | 8.2k | 178.52 |
| 2020-03-31 | $770k | 4.2k | 182.72 |
| 2019-12-31 | $756k | 3.3k | 226.21 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors