Berkshire Hathaway shares owned by TCI Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TCI Wealth Advisors
from 13F filings
Historical chart of TCI Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by TCI 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 TCI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 20k | 460.26 |
| 2024-06-30 | $8.5M | 21k | 406.80 |
| 2024-03-31 | $8.5M | 20k | 420.52 |
| 2023-12-31 | $7.4M | 21k | 356.66 |
| 2023-09-30 | $7.4M | 21k | 350.30 |
| 2023-06-30 | $6.1M | 18k | 341.00 |
| 2023-03-31 | $5.6M | 18k | 308.77 |
| 2022-12-31 | $5.4M | 18k | 308.90 |
| 2022-09-30 | $4.6M | 17k | 267.02 |
| 2022-06-30 | $4.7M | 17k | 273.02 |
| 2022-03-31 | $6.1M | 17k | 352.89 |
| 2021-12-31 | $5.3M | 18k | 298.98 |
| 2021-09-30 | $4.6M | 17k | 272.93 |
| 2021-06-30 | $4.7M | 17k | 277.94 |
| 2021-03-31 | $4.3M | 17k | 255.44 |
| 2020-12-31 | $3.9M | 17k | 231.88 |
| 2020-09-30 | $3.6M | 17k | 212.96 |
| 2020-06-30 | $3.0M | 17k | 178.53 |
| 2020-03-31 | $3.2M | 17k | 182.85 |
| 2019-12-31 | $4.0M | 18k | 226.48 |
| 2019-09-30 | $3.7M | 18k | 207.99 |
| 2019-06-30 | $3.8M | 18k | 213.18 |
| 2019-03-31 | $3.7M | 18k | 200.87 |
| 2018-12-31 | $3.8M | 19k | 204.18 |
| 2018-09-30 | $4.0M | 19k | 214.09 |
| 2018-06-30 | $3.5M | 19k | 186.67 |
| 2018-03-31 | $3.8M | 19k | 199.48 |
| 2017-12-31 | $3.8M | 19k | 198.20 |
| 2017-09-30 | $3.6M | 20k | 183.33 |
| 2017-06-30 | $3.3M | 19k | 169.35 |
| 2017-03-31 | $3.3M | 20k | 166.66 |
| 2016-12-31 | $3.2M | 20k | 162.96 |
| 2016-09-30 | $2.9M | 20k | 144.47 |
| 2016-06-30 | $2.9M | 20k | 144.80 |
| 2015-12-31 | $2.7M | 20k | 132.03 |
| 2015-09-30 | $2.6M | 20k | 130.40 |
| 2015-06-30 | $2.8M | 20k | 136.12 |
| 2015-03-31 | $2.8M | 19k | 144.31 |
| 2014-12-31 | $2.9M | 19k | 150.17 |
| 2014-09-30 | $2.6M | 19k | 138.16 |
| 2014-06-30 | $2.3M | 18k | 126.53 |
| 2014-03-31 | $2.3M | 18k | 126.66 |
| 2013-12-31 | $2.3M | 19k | 118.56 |
| 2013-09-30 | $2.1M | 19k | 113.52 |
| 2013-06-30 | $2.8M | 25k | 111.92 |
| 2013-03-31 | $2.1M | 20k | 104.20 |
| 2012-12-31 | $1.8M | 20k | 89.70 |