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
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Quarterly reported holdings in Berkshire Hathaway by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
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