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Berkshire Hathaway shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $409k 1.9k 212.69
2020-06-30 $343k 1.9k 178.37
2020-03-31 $361k 2.0k 182.78
2019-12-31 $539k 2.4k 226.38
2019-09-30 $495k 2.4k 207.90
2019-06-30 $381k 1.8k 213.09
2019-03-31 $501k 2.5k 200.88
2018-12-31 $593k 2.9k 204.06
2018-09-30 $622k 2.9k 214.04
2018-06-30 $489k 2.6k 186.43
2018-03-31 $523k 2.6k 199.39
2017-12-31 $484k 2.4k 198.20
2017-09-30 $444k 2.4k 183.32
2017-06-30 $400k 2.4k 169.06
2017-03-31 $427k 2.6k 166.41
2016-12-31 $338k 2.1k 162.89
2016-09-30 $335k 2.3k 144.09
2016-06-30 $300k 2.1k 144.58
2016-03-31 $294k 2.1k 141.69

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding Berkshire Hathaway

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