Berkshire Hathaway shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $30M | 56 | 542625.04 |
| 2023-09-30 | $26M | 49 | 531477.00 |
| 2023-06-30 | $25M | 49 | 517810.00 |
| 2023-03-31 | $21M | 46 | 465600.00 |
| 2022-12-31 | $22M | 46 | 468710.98 |
| 2022-09-30 | $18M | 45 | 406466.67 |
| 2022-06-30 | $7.4M | 18 | 408944.44 |
| 2021-12-31 | $7.7M | 17 | 450647.06 |
| 2021-09-30 | $6.6M | 16 | 411375.00 |
| 2021-06-30 | $5.0M | 12 | 418583.33 |
| 2021-03-31 | $4.2M | 11 | 385727.27 |
| 2020-12-31 | $3.8M | 11 | 347818.18 |
| 2020-09-30 | $2.9M | 9 | 318555.56 |
| 2020-06-30 | $3.2M | 12 | 267000.00 |
| 2020-03-31 | $2.6M | 10 | 261200.00 |
| 2019-12-31 | $3.4M | 10 | 342300.00 |
| 2019-09-30 | $1.2M | 4 | 311750.00 |
| 2019-06-30 | $955k | 3 | 318333.33 |
| 2019-03-31 | $904k | 3 | 301333.33 |
| 2018-12-31 | $612k | 2 | 306000.00 |
| 2018-09-30 | $640k | 2 | 320000.00 |
| 2018-06-30 | $1.1M | 4 | 282000.00 |
| 2018-03-31 | $1.2M | 4 | 293500.00 |
| 2017-12-31 | $1.2M | 4 | 297500.00 |
| 2017-09-30 | $298k | 1 | 298000.00 |
| 2017-06-30 | $509k | 2 | 254500.00 |
More positions owned by Captrust Financial Advisors
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