Berkshire Hathaway shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 10k | 460.26 |
| 2024-06-30 | $4.2M | 10k | 406.80 |
| 2024-03-31 | $1.3M | 3.2k | 420.52 |
| 2023-09-30 | $1.2M | 3.3k | 350.30 |
| 2023-06-30 | $1.1M | 3.3k | 341.00 |
| 2023-03-31 | $1.0M | 3.4k | 308.77 |
| 2022-12-31 | $1.0M | 3.3k | 308.90 |
| 2022-09-30 | $811k | 3.0k | 267.13 |
| 2022-06-30 | $770k | 2.8k | 273.05 |
| 2022-03-31 | $945k | 2.7k | 353.01 |
| 2021-12-31 | $296k | 990 | 298.99 |
| 2021-09-30 | $485k | 1.8k | 272.78 |
| 2021-06-30 | $452k | 1.6k | 278.15 |
| 2021-03-31 | $419k | 1.6k | 255.18 |
| 2020-12-31 | $292k | 1.3k | 231.75 |
More positions owned by Wescott Financial Advisory Group
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