Berkshire Hathaway shares owned by Wealthquest
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealthquest
from 13F filings
Historical chart of Wealthquest investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.2M | 2.5k | 485.77 |
| 2025-03-31 | $1.3M | 2.5k | 532.58 |
| 2024-12-31 | $1.1M | 2.4k | 453.28 |
| 2024-09-30 | $1.1M | 2.5k | 457.41 |
| 2024-06-30 | $1.0M | 2.5k | 406.80 |
| 2024-03-31 | $1.3M | 3.1k | 420.52 |
| 2023-12-31 | $1.0M | 2.8k | 356.66 |
| 2023-09-30 | $915k | 2.6k | 350.30 |
| 2023-06-30 | $885k | 2.6k | 341.00 |
| 2023-03-31 | $786k | 2.5k | 308.77 |
| 2022-12-31 | $786k | 2.5k | 308.90 |
| 2022-09-30 | $679k | 2.5k | 267.01 |
| 2022-06-30 | $694k | 2.5k | 272.91 |
| 2022-03-31 | $1.1M | 3.7k | 298.90 |
| 2021-12-31 | $1.1M | 3.7k | 298.90 |
| 2021-09-30 | $997k | 3.7k | 272.78 |
| 2021-06-30 | $1.0M | 3.7k | 277.70 |
| 2021-03-31 | $917k | 3.6k | 255.29 |
| 2020-12-31 | $1.1M | 4.5k | 236.54 |
| 2020-09-30 | $956k | 4.5k | 212.73 |
| 2020-06-30 | $1.1M | 6.0k | 178.35 |
| 2019-12-31 | $1.6M | 7.2k | 226.42 |
| 2019-09-30 | $1.4M | 6.7k | 207.90 |
| 2019-06-30 | $1.4M | 6.6k | 213.07 |
| 2019-03-31 | $1.3M | 6.6k | 200.85 |
| 2018-12-31 | $1.4M | 6.6k | 204.08 |
| 2015-09-30 | $402k | 3.1k | 130.31 |
| 2015-06-30 | $420k | 3.1k | 136.14 |
| 2015-03-31 | $445k | 3.1k | 144.25 |
| 2014-12-31 | $493k | 3.3k | 150.08 |