Berkshire Hathaway shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $5.3M | 11k | 480.49 |
| 2024-09-30 | $5.2M | 11k | 460.26 |
| 2024-06-30 | $4.5M | 11k | 406.80 |
| 2024-03-31 | $3.6M | 8.5k | 420.52 |
| 2023-12-31 | $3.5M | 9.7k | 356.66 |
| 2023-09-30 | $4.5M | 13k | 350.30 |
| 2023-06-30 | $4.6M | 14k | 341.00 |
| 2023-03-31 | $4.6M | 15k | 308.77 |
| 2022-12-31 | $4.5M | 15k | 308.90 |
| 2022-09-30 | $4.0M | 15k | 267.02 |
| 2022-06-30 | $4.2M | 15k | 273.05 |
| 2022-03-31 | $5.5M | 16k | 352.91 |
| 2021-12-31 | $5.2M | 17k | 299.00 |
| 2021-09-30 | $1.5M | 5.7k | 272.86 |
| 2021-06-30 | $1.4M | 5.1k | 278.06 |
| 2021-03-31 | $574k | 2.2k | 255.45 |
| 2020-12-31 | $521k | 2.2k | 231.86 |
| 2020-09-30 | $485k | 2.3k | 212.91 |
| 2020-06-30 | $420k | 2.4k | 178.42 |
| 2020-03-31 | $972k | 4.3k | 226.63 |
| 2019-09-30 | $943 | 4.6k | 0.21 |
| 2019-06-30 | $971k | 4.6k | 213.17 |
| 2019-03-31 | $1.0M | 5.0k | 205.06 |
| 2018-12-31 | $962k | 4.9k | 196.21 |
| 2018-09-30 | $1.1M | 5.0k | 214.06 |
| 2018-06-30 | $1.0M | 5.4k | 186.57 |
| 2018-03-31 | $1.7M | 8.5k | 199.53 |
| 2017-12-31 | $1.7M | 9.4k | 184.53 |