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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Berkshire Hathaway by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
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