Berkshire Hathaway shares owned by Wealth Effects
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealth Effects
from 13F filings
Historical chart of Wealth Effects investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 5.3k | 502.74 |
| 2025-06-30 | $2.4M | 5.0k | 485.77 |
| 2025-03-31 | $2.8M | 5.3k | 532.58 |
| 2024-12-31 | $2.4M | 5.3k | 453.28 |
| 2024-09-30 | $2.4M | 5.3k | 460.22 |
| 2024-06-30 | $2.1M | 5.2k | 406.76 |
| 2024-03-31 | $2.2M | 5.2k | 420.48 |
| 2023-12-31 | $1.9M | 5.3k | 356.63 |
| 2023-09-30 | $1.7M | 4.7k | 350.26 |
| 2023-06-30 | $1.6M | 4.7k | 340.96 |
| 2023-03-31 | $1.4M | 4.7k | 308.74 |
| 2022-12-31 | $1.5M | 4.7k | 308.87 |
| 2022-09-30 | $1.2M | 4.7k | 267.04 |
| 2022-06-30 | $1.3M | 4.9k | 272.93 |
| 2022-03-31 | $1.6M | 4.5k | 352.82 |
| 2021-12-31 | $1.4M | 4.5k | 299.07 |