Berkshire Hathaway shares owned by Wingate Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wingate Wealth Advisors
from 13F filings
Historical chart of Wingate Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wingate Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.0M | 14k | 502.74 |
| 2025-06-30 | $5.8M | 12k | 485.77 |
| 2025-03-31 | $3.0M | 5.6k | 532.58 |
| 2024-12-31 | $2.5M | 5.6k | 453.28 |