Berkshire Hathaway shares owned by WESPAC Advisors SoCal
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by WESPAC Advisors SoCal
from 13F filings
Historical chart of WESPAC Advisors SoCal investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WESPAC Advisors SoCal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 2.5k | 502.74 |
| 2025-06-30 | $1.2M | 2.6k | 485.77 |
| 2025-03-31 | $1.4M | 2.6k | 532.58 |
| 2024-12-31 | $1.3M | 2.8k | 453.28 |
| 2024-09-30 | $1.3M | 2.8k | 460.26 |
| 2024-06-30 | $1.1M | 2.7k | 406.80 |
| 2024-03-31 | $1.2M | 2.7k | 420.52 |
| 2023-12-31 | $926k | 2.6k | 356.66 |
| 2023-09-30 | $909k | 2.6k | 350.30 |
| 2023-06-30 | $783k | 2.3k | 341.00 |
| 2023-03-31 | $709k | 2.3k | 308.77 |
| 2022-12-31 | $663k | 2.1k | 308.90 |
| 2022-09-30 | $633k | 2.1k | 294.97 |
| 2022-06-30 | $375k | 1.4k | 273.32 |
| 2022-03-31 | $484k | 1.4k | 352.77 |
| 2021-12-31 | $7.8M | 39k | 201.96 |
| 2021-09-30 | $393k | 1.4k | 277.74 |
| 2020-03-31 | $814k | 4.3k | 191.26 |
| 2019-12-31 | $1.0M | 4.6k | 226.51 |
| 2019-09-30 | $901k | 4.3k | 208.08 |
| 2019-06-30 | $937k | 4.4k | 212.95 |
| 2019-03-31 | $904k | 4.5k | 200.89 |
| 2018-12-31 | $882k | 4.3k | 204.18 |
| 2018-09-30 | $79k | 370 | 213.51 |
| 2018-03-31 | $53k | 270 | 196.30 |
| 2017-12-31 | $53k | 270 | 196.30 |
| 2017-09-30 | $49k | 270 | 181.48 |
| 2017-06-30 | $45k | 270 | 166.67 |
| 2017-03-31 | $45k | 270 | 166.68 |
| 2016-12-31 | $44k | 270 | 162.98 |
| 2016-09-30 | $39k | 270 | 144.47 |
| 2016-06-30 | $39k | 270 | 144.79 |
| 2016-03-31 | $236k | 1.7k | 141.88 |
| 2015-12-31 | $375k | 2.8k | 131.81 |