Berkshire Hathaway shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $20M | 43k | 460.25 |
| 2024-06-30 | $18M | 43k | 406.80 |
| 2024-03-31 | $18M | 43k | 420.52 |
| 2023-12-31 | $19M | 54k | 356.66 |
| 2023-09-30 | $20M | 56k | 355.10 |
| 2023-03-31 | $9.7M | 31k | 308.77 |
| 2022-12-31 | $9.2M | 30k | 308.89 |
| 2022-09-30 | $7.6M | 29k | 267.00 |
| 2022-06-30 | $7.2M | 32k | 224.06 |