Berkshire Hathaway shares owned by Wellspring Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wellspring Financial Advisors
from 13F filings
Historical chart of Wellspring Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wellspring Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.3M | 3.2k | 406.80 |
| 2024-03-31 | $1.3M | 3.1k | 420.52 |
| 2023-09-30 | $763k | 2.2k | 350.30 |
| 2023-06-30 | $743k | 2.2k | 341.00 |
| 2023-03-31 | $673k | 2.2k | 308.77 |
| 2022-12-31 | $795k | 2.6k | 308.90 |
| 2022-09-30 | $567k | 2.1k | 267.07 |
| 2022-06-30 | $555k | 2.0k | 272.86 |
| 2022-03-31 | $722k | 2.0k | 353.06 |
| 2021-12-31 | $611k | 2.0k | 298.78 |
| 2021-09-30 | $558k | 2.0k | 272.86 |
| 2021-06-30 | $568k | 2.0k | 277.75 |
| 2021-03-31 | $358k | 2.0k | 182.84 |
| 2020-12-31 | $488k | 2.1k | 231.94 |
| 2020-09-30 | $452k | 2.1k | 213.01 |
| 2020-06-30 | $359k | 2.0k | 178.34 |
| 2020-03-31 | $358k | 2.0k | 182.84 |
More positions owned by Wellspring Financial Advisors
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