Berkshire Hathaway shares owned by Heritage Investment Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Heritage Investment Group
from 13F filings
Historical chart of Heritage Investment Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Heritage Investment Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Heritage Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.5M | 400 | 6345.00 |
| 2023-06-30 | $2.1M | 400 | 5177.50 |
| 2023-03-31 | $1.9M | 400 | 4655.00 |
| 2022-12-31 | $1.9M | 400 | 4687.50 |
| 2022-09-30 | $1.6M | 400 | 4065.00 |
| 2022-06-30 | $1.6M | 400 | 4090.00 |
| 2022-03-31 | $2.1M | 400 | 5290.00 |
| 2021-12-31 | $1.8M | 400 | 4507.50 |