Berkshire Hathaway shares owned by BKD Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by BKD Wealth Advisors
from 13F filings
Historical chart of BKD Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by BKD Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.4M | 22k | 420.52 |
| 2023-12-31 | $8.1M | 23k | 356.66 |
| 2023-09-30 | $11M | 32k | 350.30 |
| 2023-06-30 | $10M | 31k | 341.00 |
| 2023-03-31 | $9.3M | 30k | 308.77 |
| 2022-12-31 | $9.3M | 30k | 308.90 |
| 2022-09-30 | $8.4M | 32k | 267.02 |
| 2022-06-30 | $8.6M | 31k | 273.03 |
| 2021-12-31 | $6.3M | 21k | 299.00 |
| 2021-09-30 | $5.8M | 21k | 272.91 |
| 2021-06-30 | $6.0M | 22k | 277.92 |
| 2021-03-31 | $6.1M | 24k | 255.48 |
| 2020-12-31 | $6.3M | 27k | 231.89 |
| 2020-09-30 | $5.3M | 25k | 212.92 |
| 2020-06-30 | $4.2M | 24k | 178.50 |
| 2020-03-31 | $4.4M | 24k | 182.82 |
| 2019-12-31 | $6.0M | 26k | 226.49 |
| 2019-09-30 | $5.0M | 24k | 208.03 |
| 2019-06-30 | $5.0M | 24k | 213.15 |
| 2018-06-30 | $4.3M | 23k | 186.63 |
| 2017-12-31 | $5.4M | 27k | 198.21 |
| 2017-09-30 | $4.7M | 26k | 183.32 |
| 2017-06-30 | $4.1M | 24k | 169.36 |
| 2017-03-31 | $3.7M | 22k | 166.68 |
| 2016-12-31 | $3.6M | 22k | 162.99 |
| 2016-09-30 | $3.0M | 21k | 144.47 |
| 2016-06-30 | $2.9M | 20k | 144.78 |
| 2016-03-31 | $2.8M | 20k | 141.87 |
| 2015-12-31 | $2.2M | 16k | 132.07 |
| 2015-09-30 | $1.5M | 12k | 130.37 |
| 2015-06-30 | $1.6M | 12k | 136.10 |
| 2015-03-31 | $1.5M | 11k | 144.31 |
| 2014-12-31 | $1.6M | 11k | 148.29 |
| 2014-09-30 | $1.6M | 11k | 139.51 |
| 2014-06-30 | $1.4M | 11k | 126.55 |
| 2014-03-31 | $1.4M | 12k | 124.61 |
| 2013-12-31 | $2.7M | 23k | 118.46 |
| 2013-09-30 | $2.6M | 23k | 113.63 |
| 2013-06-30 | $1.2M | 11k | 111.95 |
| 2013-03-31 | $1.1M | 11k | 104.23 |
| 2012-12-31 | $951k | 11k | 89.73 |
| 2012-09-30 | $910k | 10k | 88.20 |
| 2012-06-30 | $854k | 10k | 83.31 |
| 2012-03-31 | $908k | 11k | 81.14 |
| 2011-12-31 | $840k | 11k | 76.34 |
| 2011-09-30 | $815k | 12k | 71.08 |
| 2011-06-30 | $903k | 12k | 77.40 |
| 2011-03-31 | $977k | 12k | 83.60 |