Berkshire Hathaway shares owned by Moneta Group Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Moneta Group Investment Advisors
from 13F filings
Historical chart of Moneta Group Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Moneta Group Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $47M | 131k | 356.66 |
| 2023-09-30 | $45M | 129k | 350.30 |
| 2023-06-30 | $45M | 131k | 341.00 |
| 2023-03-31 | $39M | 127k | 308.77 |
| 2022-12-31 | $37B | 120M | 308.90 |
| 2022-09-30 | $22M | 82k | 267.02 |
| 2022-06-30 | $23M | 84k | 273.02 |
| 2022-03-31 | $24M | 3.4k | 7044.70 |
| 2021-12-31 | $20M | 65k | 299.00 |
| 2021-09-30 | $17M | 62k | 272.94 |
| 2021-06-30 | $16M | 56k | 277.92 |
| 2021-03-31 | $12M | 47k | 255.47 |
| 2020-12-31 | $7.8M | 34k | 231.87 |
| 2020-09-30 | $16M | 74k | 212.94 |
| 2020-06-30 | $14M | 76k | 178.51 |
| 2020-03-31 | $13M | 69k | 182.83 |
| 2019-12-31 | $16M | 70k | 226.50 |
| 2019-09-30 | $14M | 69k | 208.02 |
| 2019-06-30 | $15M | 148k | 99.92 |
| 2019-03-31 | $14M | 69k | 200.89 |
| 2018-12-31 | $14M | 71k | 204.18 |
| 2018-09-30 | $15M | 71k | 214.11 |
| 2018-06-30 | $13M | 69k | 186.65 |
| 2018-03-31 | $14M | 68k | 199.48 |
| 2017-12-31 | $13M | 65k | 198.22 |
| 2017-09-30 | $12M | 67k | 183.32 |
| 2017-06-30 | $12M | 68k | 169.36 |
| 2017-03-31 | $11M | 68k | 166.68 |
| 2016-12-31 | $11M | 70k | 162.98 |
| 2016-09-30 | $9.4M | 65k | 144.46 |
| 2016-06-30 | $9.4M | 65k | 144.79 |
| 2016-03-31 | $9.2M | 65k | 141.88 |
| 2015-12-31 | $8.6M | 65k | 132.03 |
| 2015-09-30 | $8.5M | 65k | 130.41 |
| 2015-06-30 | $8.6M | 64k | 136.11 |
| 2015-03-31 | $1.2M | 8.1k | 144.34 |
| 2014-12-31 | $1.2M | 8.1k | 150.15 |
| 2014-09-30 | $1.1M | 8.2k | 138.18 |
| 2014-06-30 | $960k | 7.6k | 126.53 |
| 2014-03-31 | $704k | 5.6k | 124.89 |
| 2013-12-31 | $668k | 5.6k | 118.50 |
| 2013-09-30 | $649k | 5.7k | 113.44 |
| 2013-06-30 | $763k | 6.8k | 111.86 |
| 2013-03-31 | $700k | 6.7k | 104.15 |
| 2012-12-31 | $603k | 6.7k | 89.72 |
| 2012-09-30 | $593k | 6.7k | 88.23 |
| 2012-06-30 | $585k | 7.0k | 83.32 |
| 2012-03-31 | $570k | 7.0k | 81.19 |
| 2011-12-31 | $536k | 7.0k | 76.34 |
| 2011-09-30 | $499k | 7.0k | 71.07 |
| 2011-06-30 | $587k | 7.0k | 83.61 |
| 2011-03-31 | $587k | 7.0k | 83.61 |
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