Xcel Wealth Management »

Berkshire Hathaway shares owned by Xcel Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Xcel Wealth Management from 13F filings

Historical chart of Xcel Wealth Management investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.7M 15k 460.26
2024-06-30 $6.0M 15k 406.80
2024-03-31 $6.2M 15k 420.52
2023-12-31 $5.1M 14k 356.66
2023-09-30 $5.0M 14k 350.30
2023-06-30 $5.0M 15k 341.00
2023-03-31 $4.5M 15k 308.77
2022-12-31 $3.2M 10k 308.90
2022-09-30 $2.8M 11k 267.01
2022-06-30 $1.8M 6.6k 272.99
2022-03-31 $1.2M 3.5k 352.84
2021-12-31 $1.0M 3.5k 298.93
2021-09-30 $936k 3.4k 272.81
2021-06-30 $931k 3.4k 277.83
2021-03-31 $878k 3.4k 255.46
2020-12-31 $809k 3.5k 231.61
2020-09-30 $833k 3.9k 212.93
2020-06-30 $704k 3.9k 178.36
2020-03-31 $751k 4.1k 182.64
2019-09-30 $408k 2.0k 207.95
2019-06-30 $418k 2.0k 213.05
2019-03-31 $394k 2.0k 200.82
2018-12-31 $397k 1.9k 204.11