Berkshire Hathaway shares owned by Whalen Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Whalen Wealth Management
from 13F filings
Historical chart of Whalen Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Whalen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Whalen Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $958k | 1.9k | 502.65 |
| 2024-03-31 | $1.6M | 3.9k | 420.52 |