Berkshire Hathaway shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.5M | 11 | 680920.00 |
| 2024-09-30 | $7.6M | 11 | 691180.00 |
| 2024-06-30 | $6.7M | 11 | 612241.00 |
| 2024-03-31 | $7.0M | 11 | 634440.00 |
| 2023-12-31 | $6.0M | 11 | 542625.09 |
| 2023-09-30 | $5.8M | 11 | 531477.00 |
| 2023-06-30 | $5.7M | 11 | 517810.00 |
| 2023-03-31 | $5.1M | 11 | 465600.00 |
| 2022-12-31 | $5.2M | 11 | 468711.00 |
| 2022-09-30 | $4.5M | 11 | 406454.55 |
| 2022-06-30 | $4.1M | 10 | 409000.00 |
| 2022-03-31 | $5.3M | 10 | 528900.00 |
| 2021-12-31 | $4.5M | 10 | 450700.00 |
| 2021-09-30 | $4.1M | 10 | 411400.00 |
| 2021-06-30 | $4.2M | 10 | 418600.00 |
| 2021-03-31 | $3.9M | 10 | 385700.00 |
| 2020-12-31 | $3.5M | 10 | 347800.00 |
| 2019-12-31 | $340k | 1 | 340000.00 |
| 2019-09-30 | $312k | 1 | 312000.00 |
| 2019-06-30 | $637k | 2 | 318500.00 |
| 2019-03-31 | $602k | 2 | 301000.00 |
| 2018-12-31 | $612k | 2 | 306000.00 |
| 2018-09-30 | $640k | 2 | 320000.00 |
| 2018-06-30 | $564k | 2 | 282000.00 |
| 2018-03-31 | $1.5M | 5 | 299200.00 |
| 2017-12-31 | $1.5M | 5 | 297600.00 |
| 2017-09-30 | $1.4M | 5 | 274800.00 |
| 2017-06-30 | $1.3M | 5 | 254800.00 |
| 2017-03-31 | $1.2M | 5 | 249800.00 |
| 2016-12-31 | $1.2M | 5 | 244200.00 |
| 2016-09-30 | $1.1M | 5 | 216200.00 |
| 2016-06-30 | $1.1M | 5 | 217000.00 |
| 2016-03-31 | $1.1M | 5 | 213400.00 |
| 2015-12-31 | $989k | 5 | 197800.00 |
| 2015-09-30 | $976k | 5 | 195200.00 |
| 2015-06-30 | $1.0M | 5 | 204800.00 |
| 2015-03-31 | $1.3M | 6 | 217500.00 |
| 2014-12-31 | $1.4M | 6 | 226000.00 |
| 2014-09-30 | $1.2M | 6 | 206833.33 |
| 2014-06-30 | $1.1M | 6 | 189833.33 |
| 2014-03-31 | $1.1M | 6 | 187333.33 |
| 2013-12-31 | $1.1M | 6 | 177833.33 |
| 2013-09-30 | $341k | 2 | 170500.00 |
| 2013-06-30 | $337k | 2 | 168500.00 |
| 2013-03-31 | $313k | 2 | 156500.00 |
| 2012-12-31 | $1.9M | 14 | 134071.43 |
| 2012-09-30 | $1.7M | 13 | 132692.31 |
| 2012-06-30 | $1.7M | 14 | 124928.57 |
| 2012-03-31 | $1.7M | 14 | 121928.57 |
| 2011-12-31 | $1.6M | 14 | 114785.71 |
| 2011-09-30 | $1.5M | 14 | 106785.71 |
| 2011-06-30 | $1.6M | 14 | 116071.43 |
| 2011-03-31 | $1.8M | 14 | 125285.71 |
More positions owned by A. Montag and Associates
Home Depot (HD)
View all positions for A. Montag and Associates