Berkshire Hathaway shares owned by Charter Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Charter Trust
from 13F filings
Historical chart of Charter Trust investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Charter Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $16M | 39k | 420.52 |
| 2023-12-31 | $14M | 39k | 356.66 |
| 2023-09-30 | $14M | 39k | 350.30 |
| 2023-06-30 | $14M | 40k | 341.00 |
| 2023-03-31 | $13M | 41k | 308.77 |
| 2022-12-31 | $13M | 43k | 308.90 |
| 2022-09-30 | $12M | 44k | 267.00 |
| 2022-06-30 | $12M | 44k | 273.02 |
| 2022-03-31 | $10M | 29k | 352.91 |
| 2021-12-31 | $9.5M | 32k | 299.00 |
| 2021-09-30 | $9.2M | 34k | 272.95 |
| 2021-06-30 | $9.4M | 34k | 277.91 |
| 2021-03-31 | $9.1M | 36k | 255.47 |
| 2020-12-31 | $8.6M | 37k | 231.88 |
| 2020-09-30 | $8.0M | 38k | 212.95 |
| 2020-06-30 | $7.4M | 42k | 178.50 |
| 2020-03-31 | $7.7M | 42k | 182.83 |
| 2019-12-31 | $8.2M | 36k | 226.49 |
| 2019-09-30 | $5.5M | 26k | 208.02 |
| 2019-06-30 | $5.6M | 26k | 213.16 |
| 2019-03-31 | $5.4M | 27k | 200.89 |
| 2018-12-31 | $4.6M | 23k | 204.16 |
| 2018-09-30 | $4.7M | 22k | 214.12 |
| 2018-06-30 | $4.1M | 22k | 186.66 |
| 2018-03-31 | $4.4M | 22k | 199.46 |
| 2017-12-31 | $4.5M | 23k | 198.24 |
| 2017-09-30 | $4.2M | 23k | 183.33 |
| 2017-06-30 | $4.2M | 25k | 169.38 |
| 2017-03-31 | $4.0M | 24k | 166.68 |
| 2016-12-31 | $4.2M | 26k | 162.99 |
| 2014-03-31 | $3.1M | 24k | 124.96 |
| 2012-12-31 | $2.0M | 22k | 89.72 |
| 2012-09-30 | $2.0M | 23k | 88.21 |
| 2012-06-30 | $1.9M | 23k | 83.33 |
| 2012-03-31 | $1.7M | 22k | 81.16 |
| 2011-12-31 | $1.4M | 18k | 76.27 |
| 2011-09-30 | $1.2M | 18k | 71.03 |
| 2011-06-30 | $1.3M | 17k | 77.37 |
| 2011-03-31 | $1.5M | 18k | 83.65 |