Berkshire Hathaway shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Ropes Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $5.3M | 10 | 531477.00 |
2023-06-30 | $4.1M | 8 | 517810.00 |
2023-03-31 | $2.3M | 5 | 465600.00 |
2022-12-31 | $3.7M | 8 | 468711.00 |
2022-09-30 | $3.3M | 8 | 406500.00 |
2022-06-30 | $3.3M | 8 | 409000.00 |
2022-03-31 | $4.2M | 8 | 528875.00 |
2021-12-31 | $3.2M | 7 | 450714.29 |
2021-09-30 | $2.9M | 7 | 411428.57 |
2021-06-30 | $2.9M | 7 | 418571.43 |
2021-03-31 | $3.0M | 7 | 430285.71 |
2020-12-31 | $2.4M | 7 | 347857.14 |
2020-09-30 | $2.2M | 7 | 320000.00 |
2020-06-30 | $1.9M | 7 | 267285.71 |
2020-03-31 | $1.9M | 7 | 272000.00 |
2019-12-31 | $2.4M | 7 | 339571.43 |
2019-09-30 | $2.2M | 7 | 311857.14 |
2019-06-30 | $2.2M | 7 | 318285.71 |
2019-03-31 | $2.1M | 7 | 301285.71 |
2018-12-31 | $2.1M | 7 | 306000.00 |
2018-09-30 | $1.9M | 6 | 320000.00 |
2018-06-30 | $1.7M | 6 | 282000.00 |
2018-03-31 | $1.8M | 6 | 299166.67 |
2017-12-31 | $1.8M | 6 | 297666.67 |
2017-09-30 | $2.2M | 8 | 274750.00 |
2017-06-30 | $1.0M | 4 | 254750.00 |
2017-03-31 | $2.2M | 9 | 249888.89 |
2016-12-31 | $2.0M | 8 | 244125.00 |
2016-09-30 | $865k | 4 | 216250.00 |
2016-06-30 | $868k | 4 | 217000.00 |
2016-03-31 | $427k | 2 | 213500.00 |
2015-12-31 | $396k | 2 | 198000.00 |
2015-09-30 | $390k | 2 | 195000.00 |
2015-06-30 | $410k | 2 | 205000.00 |
2015-03-31 | $435k | 2 | 217500.00 |