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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

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Quarterly reported holdings in Berkshire Hathaway by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
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