Berkshire Hathaway shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 8 | 754200.00 |
| 2025-06-30 | $5.8M | 8 | 728800.00 |
| 2025-03-31 | $6.4M | 8 | 798441.63 |
| 2024-12-31 | $5.4M | 8 | 680920.00 |
| 2024-09-30 | $5.5M | 8 | 691180.00 |
| 2024-06-30 | $4.9M | 8 | 612241.00 |
More positions owned by Monticello Wealth Management
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