Berkshire Hathaway shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by U.S. Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $19M | 42k | 460.25 |
2024-06-30 | $21M | 52k | 406.80 |
2024-03-31 | $24M | 58k | 420.52 |
2023-12-31 | $23M | 66k | 356.66 |
2023-09-30 | $23M | 64k | 350.30 |
2023-06-30 | $22M | 65k | 341.00 |
2023-03-31 | $20M | 66k | 308.77 |
2022-12-31 | $20M | 65k | 308.90 |
2022-09-30 | $18M | 69k | 267.02 |
2022-06-30 | $19M | 70k | 273.01 |
2022-03-31 | $23M | 65k | 352.91 |
2021-12-31 | $19M | 63k | 299.00 |
2021-09-30 | $17M | 63k | 272.94 |
More positions owned by U.S. Capital Wealth Advisors
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