Berkshire Hathaway shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Wells Trecaso Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $458k | 910 | 502.74 |
| 2025-06-30 | $898k | 1.8k | 485.77 |
| 2025-03-31 | $985k | 1.8k | 532.58 |
| 2024-12-31 | $838k | 1.8k | 453.28 |
| 2024-09-30 | $851k | 1.8k | 460.26 |
| 2024-06-30 | $854k | 2.1k | 406.80 |
| 2024-03-31 | $883k | 2.1k | 420.52 |
| 2023-12-31 | $987k | 2.8k | 356.66 |
| 2023-09-30 | $969k | 2.8k | 350.30 |
| 2023-06-30 | $902k | 2.6k | 341.00 |
| 2023-03-31 | $791k | 2.6k | 308.77 |
| 2022-12-31 | $791k | 2.6k | 308.90 |
| 2022-09-30 | $684k | 2.6k | 267.19 |
| 2022-06-30 | $696k | 2.6k | 272.94 |
| 2022-03-31 | $900k | 2.6k | 352.94 |
| 2021-12-31 | $756k | 2.5k | 298.81 |
| 2021-09-30 | $691k | 2.5k | 273.12 |
| 2021-06-30 | $689k | 2.5k | 277.82 |
| 2021-03-31 | $634k | 2.5k | 255.65 |
More positions owned by Wells Trecaso Financial Group
View all positions for Wells Trecaso Financial Group