Berkshire Hathaway shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4 | 754200.00 |
| 2025-06-30 | $2.9M | 4 | 728800.00 |
| 2025-03-31 | $3.2M | 4 | 798441.50 |
| 2021-03-31 | $771k | 2 | 385500.00 |
| 2020-12-31 | $696k | 1 | 696000.00 |
| 2020-09-30 | $320k | 1 | 320000.00 |
| 2020-06-30 | $267k | 1 | 267000.00 |
| 2020-03-31 | $272k | 1 | 272000.00 |
| 2019-12-31 | $340k | 1 | 340000.00 |
| 2019-09-30 | $312k | 1 | 312000.00 |
| 2019-06-30 | $318k | 1 | 318000.00 |
| 2019-03-31 | $301k | 1 | 301000.00 |
| 2018-12-31 | $306k | 1 | 306000.00 |
| 2018-09-30 | $320k | 1 | 320000.00 |
| 2018-06-30 | $282k | 1 | 282000.00 |
| 2018-03-31 | $299k | 1 | 299000.00 |
| 2017-12-31 | $1.2M | 4 | 297500.00 |
| 2017-09-30 | $1.1M | 4 | 274750.00 |
| 2017-06-30 | $1.0M | 4 | 254750.00 |
| 2017-03-31 | $999k | 4 | 249750.00 |
| 2016-12-31 | $976k | 4 | 244000.00 |
| 2016-09-30 | $865k | 4 | 216250.00 |
| 2016-06-30 | $868k | 4 | 217000.00 |
| 2016-03-31 | $854k | 4 | 213500.00 |
| 2015-12-31 | $791k | 4 | 197750.00 |
| 2015-09-30 | $781k | 4 | 195250.00 |
| 2015-06-30 | $819k | 4 | 204750.00 |
| 2015-03-31 | $1.1M | 5 | 217600.00 |
| 2014-12-31 | $1.1M | 5 | 226000.00 |
More positions owned by Summit Financial Strategies
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