Berkshire Hathaway shares owned by Transcend Wealth Collective
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Transcend Wealth Collective
from 13F filings
Historical chart of Transcend Wealth Collective investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $44M | 87k | 502.74 |
| 2025-06-30 | $39M | 79k | 485.77 |
| 2025-03-31 | $36M | 68k | 532.58 |
| 2024-12-31 | $11M | 23k | 453.28 |
| 2024-09-30 | $12M | 25k | 460.27 |
| 2024-06-30 | $10M | 26k | 406.81 |
| 2024-03-31 | $9.1M | 22k | 420.53 |
| 2023-12-31 | $7.7M | 22k | 356.67 |
| 2023-09-30 | $7.5M | 22k | 350.31 |
| 2023-06-30 | $7.5M | 22k | 341.00 |
| 2023-03-31 | $6.6M | 22k | 308.77 |
| 2022-12-31 | $6.6M | 22k | 308.90 |
| 2022-09-30 | $5.8M | 22k | 267.01 |
| 2022-06-30 | $5.8M | 21k | 273.01 |
| 2022-03-31 | $7.5M | 21k | 352.90 |
| 2021-12-31 | $6.2M | 21k | 299.02 |
| 2021-09-30 | $6.0M | 21k | 290.86 |
| 2021-06-30 | $5.8M | 21k | 278.22 |
| 2021-03-31 | $5.3M | 21k | 255.60 |
| 2020-12-31 | $5.1M | 22k | 231.85 |
| 2020-09-30 | $5.0M | 23k | 212.96 |
| 2020-06-30 | $3.8M | 22k | 178.51 |
| 2020-03-31 | $5.0M | 27k | 182.14 |
| 2019-12-31 | $1.7M | 7.5k | 226.46 |
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