Berkshire Hathaway shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.8k | 460.26 |
| 2024-06-30 | $1.1M | 2.6k | 406.80 |
| 2024-03-31 | $998k | 2.4k | 420.52 |
| 2023-12-31 | $785k | 2.2k | 356.66 |
| 2023-09-30 | $780k | 2.2k | 350.30 |
| 2023-06-30 | $752k | 2.2k | 341.00 |
| 2023-03-31 | $698k | 1.6k | 437.43 |
| 2022-12-31 | $713k | 2.3k | 308.90 |
| 2022-09-30 | $644k | 2.4k | 267.66 |
| 2022-06-30 | $631k | 2.3k | 272.45 |
| 2022-03-31 | $558k | 1.6k | 352.94 |
| 2021-12-31 | $402k | 1.3k | 298.66 |