Berkshire Hathaway shares owned by Wellington Shields & Co
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wellington Shields & Co
from 13F filings
Historical chart of Wellington Shields & Co investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wellington Shields & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.9M | 6.8k | 420.52 |
| 2023-12-31 | $2.4M | 6.8k | 356.66 |
| 2023-09-30 | $2.3M | 6.7k | 350.30 |
| 2023-06-30 | $2.3M | 6.6k | 341.00 |
| 2023-03-31 | $2.0M | 6.6k | 308.77 |
| 2022-12-31 | $1.8M | 5.9k | 308.90 |
| 2022-09-30 | $1.7M | 6.3k | 267.09 |
| 2022-06-30 | $1.7M | 6.3k | 273.06 |
| 2022-03-31 | $2.2M | 6.1k | 352.87 |
| 2021-12-31 | $1.7M | 5.7k | 298.99 |
| 2021-09-30 | $1.4M | 5.1k | 272.92 |
| 2021-06-30 | $1.4M | 5.0k | 277.94 |
| 2021-03-31 | $1.3M | 4.9k | 255.46 |
| 2020-12-31 | $1.2M | 5.3k | 231.93 |
| 2020-09-30 | $1.1M | 5.2k | 212.88 |
| 2020-06-30 | $706k | 4.0k | 178.55 |
| 2020-03-31 | $709k | 3.9k | 182.83 |
| 2019-12-31 | $786k | 3.5k | 226.45 |
| 2019-06-30 | $705k | 3.3k | 213.25 |
| 2019-03-31 | $619k | 3.1k | 200.97 |
| 2018-12-31 | $628k | 3.1k | 204.03 |
| 2018-09-30 | $213k | 993 | 214.50 |
| 2018-06-30 | $238k | 1.3k | 186.96 |
| 2018-03-31 | $279k | 1.4k | 199.57 |
| 2017-12-31 | $277k | 1.4k | 198.14 |
| 2017-09-30 | $275k | 1.5k | 183.58 |
| 2017-06-30 | $254k | 1.5k | 169.56 |
| 2017-03-31 | $229k | 1.4k | 166.79 |
| 2016-12-31 | $224k | 1.4k | 163.15 |
| 2015-03-31 | $220k | 1.5k | 144.26 |
| 2014-12-31 | $229k | 1.5k | 150.16 |
| 2014-09-30 | $211k | 1.5k | 138.36 |
| 2014-03-31 | $203k | 1.6k | 124.92 |
| 2013-12-31 | $1.3M | 11k | 118.60 |