Berkshire Hathaway shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $368M | 904k | 406.80 |
| 2024-03-31 | $307M | 729k | 420.52 |
| 2023-12-31 | $242M | 679k | 356.66 |
| 2023-09-30 | $200M | 570k | 350.30 |
| 2023-06-30 | $10M | 29k | 341.00 |
| 2023-03-31 | $6.1M | 20k | 308.78 |
| 2015-09-30 | $2.4M | 18k | 133.73 |
| 2015-06-30 | $2.2M | 16k | 136.09 |
More positions owned by Wealth Enhancement Advisory Services
View all positions for Wealth Enhancement Advisory Services