Berkshire Hathaway shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 22 | 754200.00 |
| 2025-06-30 | $15M | 20 | 728800.00 |
| 2025-03-31 | $16M | 20 | 798441.65 |
| 2024-12-31 | $12M | 18 | 680920.00 |
| 2024-09-30 | $12M | 17 | 691180.00 |
| 2024-06-30 | $10M | 17 | 612241.00 |
| 2024-03-31 | $11M | 17 | 634440.00 |
| 2023-12-31 | $9.2M | 17 | 542625.06 |
| 2023-09-30 | $9.0M | 17 | 531477.00 |
| 2023-06-30 | $8.8M | 17 | 517810.00 |
| 2023-03-31 | $7.9M | 17 | 465600.00 |
| 2022-12-31 | $8.0M | 17 | 468710.94 |
| 2022-09-30 | $6.9M | 17 | 406470.59 |
| 2022-06-30 | $7.0M | 17 | 408941.18 |
| 2022-03-31 | $9.0M | 17 | 528941.18 |
| 2021-12-31 | $7.7M | 17 | 450647.06 |
| 2021-09-30 | $7.0M | 17 | 411352.94 |
| 2021-06-30 | $7.1M | 17 | 418588.24 |
| 2021-03-31 | $6.6M | 17 | 385705.88 |
| 2020-12-31 | $5.9M | 17 | 347823.53 |
| 2020-09-30 | $5.4M | 17 | 320000.00 |
| 2020-06-30 | $4.5M | 17 | 267294.12 |
| 2020-03-31 | $4.6M | 17 | 272000.00 |
| 2015-06-30 | $205k | 1 | 205000.00 |
| 2015-03-31 | $218k | 1 | 218000.00 |
| 2014-12-31 | $226k | 1 | 226000.00 |