Berkshire Hathaway shares owned by Wagner Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wagner Wealth Management
from 13F filings
Historical chart of Wagner Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wagner Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $417k | 906 | 460.26 |
| 2024-06-30 | $1.0M | 2.6k | 406.80 |
| 2024-03-31 | $976k | 2.3k | 420.52 |
| 2023-12-31 | $819k | 2.3k | 356.66 |
| 2023-09-30 | $928k | 2.6k | 350.30 |
| 2023-06-30 | $919k | 2.7k | 341.00 |
| 2023-03-31 | $815k | 2.6k | 308.77 |
| 2022-12-31 | $878k | 2.8k | 308.90 |
| 2022-09-30 | $759k | 2.8k | 266.97 |
| 2022-06-30 | $794k | 2.9k | 272.85 |
| 2022-03-31 | $1.1M | 3.2k | 352.90 |
| 2021-12-31 | $1.3M | 4.4k | 298.92 |
| 2021-09-30 | $1.3M | 4.4k | 287.08 |
| 2021-06-30 | $1.2M | 4.3k | 277.89 |
| 2021-03-31 | $1.1M | 4.2k | 255.40 |
| 2020-12-31 | $288k | 1.2k | 232.07 |
| 2018-09-30 | $162k | 757 | 214.00 |
| 2018-06-30 | $118k | 634 | 186.12 |
| 2018-03-31 | $125k | 629 | 198.73 |
| 2017-12-31 | $126k | 610 | 206.56 |