Berkshire Hathaway shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $76M | 212k | 356.66 |
| 2022-09-30 | $31M | 117k | 267.02 |
| 2022-06-30 | $19M | 69k | 273.03 |
| 2022-03-31 | $24M | 67k | 352.91 |
| 2021-12-31 | $21M | 71k | 299.00 |
| 2021-09-30 | $18M | 35k | 530.36 |
| 2021-06-30 | $19M | 68k | 277.92 |
| 2021-03-31 | $18M | 70k | 255.46 |
| 2020-12-31 | $15M | 64k | 231.87 |
| 2020-03-31 | $12M | 65k | 182.83 |
| 2018-12-31 | $5.3M | 26k | 204.19 |
| 2018-09-30 | $5.5M | 26k | 214.13 |
| 2018-06-30 | $4.3M | 23k | 186.63 |
| 2018-03-31 | $4.6M | 23k | 199.46 |
| 2017-12-31 | $2.0M | 9.9k | 198.18 |
| 2017-09-30 | $1.8M | 9.7k | 183.31 |
| 2017-06-30 | $1.7M | 9.8k | 169.32 |
| 2017-03-31 | $1.7M | 10k | 166.67 |
| 2016-12-31 | $1.5M | 9.9k | 155.95 |
| 2016-09-30 | $1.2M | 8.1k | 144.46 |
| 2016-06-30 | $1.3M | 8.7k | 144.79 |
| 2016-03-31 | $1.2M | 8.4k | 141.89 |
| 2015-12-31 | $582k | 4.4k | 132.12 |
| 2015-09-30 | $499k | 3.8k | 130.29 |
| 2015-06-30 | $545k | 4.0k | 136.11 |
| 2015-03-31 | $574k | 4.0k | 144.32 |
| 2014-12-31 | $599k | 4.0k | 150.05 |
| 2014-09-30 | $586k | 4.2k | 138.14 |
| 2014-06-30 | $540k | 4.3k | 126.55 |
| 2014-03-31 | $570k | 4.6k | 124.86 |
| 2013-12-31 | $700k | 5.9k | 118.60 |
| 2013-09-30 | $708k | 6.2k | 113.50 |
| 2013-06-30 | $831k | 7.4k | 111.90 |
| 2013-03-31 | $845k | 8.1k | 104.19 |
| 2012-09-30 | $694k | 7.9k | 88.21 |
| 2012-06-30 | $701k | 8.4k | 83.32 |
| 2012-03-31 | $691k | 8.5k | 81.17 |
| 2011-12-31 | $752k | 9.9k | 76.35 |