Berkshire Hathaway shares owned by Wealthcare Advisory Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealthcare Advisory Partners
from 13F filings
Historical chart of Wealthcare Advisory Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Wealthcare Advisory Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Wealthcare Advisory Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.2M | 19k | 420.53 |
| 2023-12-31 | $6.3M | 18k | 356.66 |
| 2023-09-30 | $5.9M | 17k | 350.30 |
| 2023-06-30 | $5.8M | 17k | 341.00 |
| 2023-03-31 | $6.2M | 20k | 308.77 |
| 2022-12-31 | $6.4M | 21k | 308.90 |
| 2022-09-30 | $5.0M | 19k | 267.03 |
| 2022-06-30 | $4.9M | 18k | 273.03 |
| 2022-03-31 | $4.7M | 13k | 352.93 |
| 2021-12-31 | $4.1M | 14k | 299.01 |
| 2021-09-30 | $5.1M | 19k | 272.96 |
| 2021-06-30 | $4.8M | 17k | 277.95 |
| 2021-03-31 | $4.0M | 16k | 255.45 |
| 2020-12-31 | $3.2M | 14k | 231.89 |
| 2020-09-30 | $2.6M | 12k | 212.94 |
| 2020-06-30 | $2.0M | 11k | 178.51 |
| 2020-03-31 | $1.4M | 7.7k | 182.78 |
| 2019-12-31 | $2.2M | 9.5k | 226.51 |
| 2019-09-30 | $1.9M | 9.3k | 208.04 |
| 2019-06-30 | $1.9M | 9.0k | 213.12 |
| 2019-03-31 | $1.6M | 7.7k | 200.91 |
| 2018-12-31 | $1.7M | 8.2k | 204.12 |
| 2018-09-30 | $1.2M | 5.6k | 214.03 |
| 2018-06-30 | $869k | 4.7k | 186.68 |
| 2018-03-31 | $779k | 3.9k | 199.59 |
| 2017-12-31 | $642k | 3.2k | 198.09 |
| 2017-09-30 | $388k | 2.1k | 183.19 |
| 2016-12-31 | $29k | 175 | 165.71 |
More positions owned by Wealthcare Advisory Partners
View all positions for Wealthcare Advisory Partners