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Berkshire Hathaway shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.3M 2.9k 453.28
2024-03-31 $1.1M 2.7k 420.52
2023-12-31 $904k 2.5k 356.66

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
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Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bill & Melinda Gates Foundation Trust
Northern Trust
Jpmorgan Chase & Co
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
FMR
Royal Bank of Canada
Susquehanna International
Legal & General Group
Goldman Sachs Group

View all funds holding Berkshire Hathaway