Berkshire Hathaway shares owned by Waypoint Wealth Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Waypoint Wealth Partners
from 13F filings
Historical chart of Waypoint Wealth Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Waypoint Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Waypoint Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $384k | 790 | 485.92 |
| 2024-12-31 | $429k | 945 | 453.40 |
| 2024-09-30 | $441k | 958 | 460.38 |
| 2024-06-30 | $504k | 1.2k | 406.80 |
| 2024-03-31 | $365k | 867 | 420.52 |
| 2023-12-31 | $415k | 1.2k | 356.74 |
| 2023-09-30 | $341k | 973 | 350.39 |
| 2023-06-30 | $332k | 973 | 341.09 |
| 2023-03-31 | $301k | 973 | 308.85 |
| 2022-12-31 | $304k | 984 | 308.98 |
| 2022-09-30 | $263k | 984 | 267.28 |
| 2022-06-30 | $303k | 1.1k | 272.73 |
| 2022-03-31 | $333k | 945 | 352.38 |
| 2021-12-31 | $298k | 995 | 299.50 |
| 2021-09-30 | $338k | 1.2k | 273.24 |
| 2021-06-30 | $344k | 1.2k | 278.09 |
| 2021-03-31 | $347k | 1.4k | 255.71 |
| 2020-12-31 | $295k | 1.3k | 231.55 |