Berkshire Hathaway shares owned by Wealthsource Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Wealthsource 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 Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.3M | 9.2k | 356.66 |
| 2023-09-30 | $3.3M | 9.4k | 350.30 |
| 2023-06-30 | $3.5M | 10k | 341.00 |
| 2023-03-31 | $3.6M | 12k | 308.77 |
| 2022-12-31 | $4.0M | 13k | 308.90 |
| 2022-09-30 | $3.7M | 14k | 267.02 |
| 2022-06-30 | $3.9M | 14k | 273.02 |
| 2022-03-31 | $5.8M | 16k | 352.92 |
| 2021-12-31 | $5.0M | 17k | 299.00 |
| 2021-09-30 | $4.6M | 17k | 272.97 |
| 2021-06-30 | $2.2M | 8.0k | 277.93 |
| 2021-03-31 | $2.5M | 9.6k | 255.46 |
| 2020-12-31 | $1.8M | 7.9k | 231.92 |
| 2020-09-30 | $1.9M | 8.9k | 212.96 |
| 2020-06-30 | $1.3M | 7.4k | 178.47 |
| 2020-03-31 | $1.2M | 6.6k | 182.77 |
| 2019-12-31 | $1.7M | 7.3k | 226.48 |
| 2019-09-30 | $1.6M | 7.6k | 208.01 |
| 2019-06-30 | $1.6M | 7.6k | 213.15 |
| 2019-03-31 | $1.3M | 6.4k | 200.94 |
| 2018-12-31 | $1.1M | 5.4k | 204.11 |
| 2018-09-30 | $1.0M | 4.8k | 214.20 |
| 2018-06-30 | $897k | 4.8k | 186.68 |
| 2018-03-31 | $988k | 5.9k | 166.67 |
| 2017-12-31 | $1.1M | 5.8k | 198.24 |
| 2017-09-30 | $1.1M | 6.0k | 183.25 |
| 2017-06-30 | $1.0M | 5.9k | 169.40 |
| 2017-03-31 | $966k | 5.8k | 166.75 |
| 2016-12-31 | $855k | 5.2k | 162.95 |
| 2016-09-30 | $888k | 6.2k | 144.39 |
| 2016-06-30 | $464k | 3.2k | 144.73 |
| 2016-03-31 | $501k | 3.5k | 141.97 |