U.S. Capital Wealth Advisors »

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

Tip: Access up to 7 years of quarterly data

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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