Berkshire Hathaway shares owned by Schwarz Dygos Wheeler Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Schwarz Dygos Wheeler Investment Advisors
from 13F filings
Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Schwarz Dygos Wheeler Investment 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 Schwarz Dygos Wheeler Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $42M | 119k | 356.66 |
| 2023-09-30 | $42M | 119k | 350.30 |
| 2023-06-30 | $41M | 119k | 341.00 |
| 2023-03-31 | $37M | 119k | 308.77 |
| 2022-12-31 | $37M | 120k | 308.91 |
| 2022-09-30 | $32M | 118k | 267.02 |
| 2022-06-30 | $32M | 119k | 273.02 |
| 2022-03-31 | $42M | 118k | 352.91 |
| 2021-12-31 | $36M | 119k | 299.00 |
| 2021-09-30 | $32M | 118k | 272.94 |
| 2021-06-30 | $33M | 117k | 277.92 |
| 2021-03-31 | $30M | 116k | 255.47 |
| 2020-12-31 | $27M | 115k | 231.87 |
| 2020-09-30 | $24M | 111k | 212.94 |
| 2020-06-30 | $20M | 108k | 184.13 |
| 2020-03-31 | $19M | 106k | 182.83 |
| 2019-12-31 | $23M | 101k | 226.50 |
| 2019-09-30 | $21M | 98k | 208.02 |
| 2019-06-30 | $20M | 96k | 213.17 |
| 2019-03-31 | $19M | 93k | 200.89 |
| 2018-12-31 | $18M | 90k | 204.18 |
More positions owned by Schwarz Dygos Wheeler Investment Advisors
View all positions for Schwarz Dygos Wheeler Investment Advisors