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Berkshire Hathaway shares owned by Tradition Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Tradition Wealth Management from 13F filings

Historical chart of Tradition Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.9M 25k 356.65
2023-09-30 $8.6M 25k 350.31
2023-06-30 $8.3M 24k 340.99
2023-03-31 $7.0M 23k 308.78
2022-12-31 $4.9M 16k 308.94
2022-09-30 $4.1M 15k 267.01
2022-06-30 $4.2M 15k 273.00
2022-03-31 $4.7M 13k 352.91
2021-12-31 $4.0M 13k 298.98
2021-09-30 $3.6M 13k 272.96
2021-06-30 $3.4M 12k 277.91
2021-03-31 $3.2M 12k 255.48
2020-12-31 $2.9M 13k 231.86