Berkshire Hathaway shares owned by Strategic Wealth Designers
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Strategic Wealth Designers
from 13F filings
Historical chart of Strategic Wealth Designers investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Strategic Wealth Designers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $631k | 1.3k | 502.74 |
| 2024-12-31 | $647k | 1.4k | 453.28 |
| 2024-09-30 | $607k | 1.3k | 457.41 |
| 2024-06-30 | $1.0M | 2.5k | 405.19 |
| 2023-12-31 | $949k | 2.7k | 356.66 |
| 2023-09-30 | $823k | 2.3k | 350.30 |
| 2023-06-30 | $768k | 2.3k | 341.00 |
| 2023-03-31 | $1.4M | 2.6k | 532.25 |
| 2022-12-31 | $747k | 2.4k | 308.30 |
| 2022-09-30 | $633k | 2.4k | 267.09 |
| 2022-06-30 | $272k | 998 | 272.55 |
| 2022-03-31 | $835k | 2.4k | 352.92 |
| 2021-12-31 | $717k | 2.4k | 298.87 |
| 2021-09-30 | $854k | 3.1k | 273.11 |
| 2021-06-30 | $692k | 2.5k | 277.91 |
| 2021-03-31 | $554k | 2.2k | 255.30 |
| 2020-12-31 | $505k | 2.2k | 232.08 |
| 2020-09-30 | $462k | 2.2k | 213.00 |
| 2020-06-30 | $384k | 2.2k | 178.52 |
| 2020-03-31 | $501k | 2.7k | 182.85 |
| 2019-12-31 | $228k | 1.0k | 226.87 |
More positions owned by Strategic Wealth Designers
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