Berkshire Hathaway shares owned by True Wealth Design
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by True Wealth Design
from 13F filings
Historical chart of True Wealth Design investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $242k | 481 | 502.62 |
| 2025-06-30 | $183k | 377 | 485.62 |
| 2025-03-31 | $182k | 341 | 532.39 |
| 2024-12-31 | $113k | 250 | 453.06 |
| 2024-09-30 | $108k | 234 | 460.26 |
| 2024-06-30 | $87k | 214 | 406.80 |
| 2024-03-31 | $90k | 214 | 420.52 |
| 2023-12-31 | $83k | 233 | 356.66 |
| 2023-09-30 | $86k | 244 | 350.30 |
| 2023-06-30 | $87k | 255 | 341.00 |
| 2023-03-31 | $95k | 306 | 308.77 |
| 2022-12-31 | $76k | 245 | 308.90 |