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Berkshire Hathaway shares owned by Integrated Wealth Management

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

Historical chart of Integrated Wealth Management investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2017-03-31 $1.8M 11k 166.68
2016-12-31 $1.6M 9.8k 162.99
2016-09-30 $1.4M 9.8k 144.45
2016-06-30 $1.4M 9.9k 144.74
2016-03-31 $1.3M 9.0k 141.86
2015-12-31 $1.2M 9.2k 132.04
2015-09-30 $1.3M 9.8k 130.36
2015-06-30 $1.3M 9.7k 136.16
2015-03-31 $1.4M 9.7k 144.25