Berkshire Hathaway shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Venturi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.4M | 3 | 798442.00 |
| 2024-12-31 | $2.7M | 4 | 680920.00 |
| 2024-09-30 | $2.8M | 4 | 691180.00 |
| 2024-06-30 | $2.4M | 4 | 612241.00 |
| 2024-03-31 | $2.5M | 4 | 634440.00 |
| 2023-12-31 | $2.2M | 4 | 542626.00 |
| 2023-09-30 | $2.1M | 4 | 531477.00 |
| 2023-06-30 | $2.1M | 4 | 517810.00 |
| 2023-03-31 | $1.9M | 4 | 465600.00 |
| 2022-12-31 | $1.9M | 4 | 468711.00 |
| 2022-09-30 | $1.2M | 3 | 406333.33 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |
| 2020-09-30 | $320k | 1 | 320000.00 |
| 2020-06-30 | $267k | 1 | 267000.00 |
| 2020-03-31 | $816k | 3 | 272000.00 |
| 2019-12-31 | $1.0M | 3 | 339666.67 |
| 2019-09-30 | $312k | 1 | 312000.00 |
| 2019-06-30 | $318k | 1 | 318000.00 |
| 2019-03-31 | $308k | 1 | 308000.00 |
| 2018-12-31 | $287k | 1 | 287000.00 |
| 2018-09-30 | $322k | 1 | 322000.00 |
| 2018-06-30 | $315k | 1 | 315000.00 |
| 2018-03-31 | $299k | 1 | 299000.00 |
| 2017-12-31 | $298k | 1 | 298000.00 |
| 2017-09-30 | $278k | 1 | 278000.00 |
| 2017-06-30 | $255k | 1 | 255000.00 |
| 2017-03-31 | $246k | 1 | 246000.00 |
| 2016-12-31 | $244k | 1 | 244000.00 |
| 2016-09-30 | $216k | 1 | 216000.00 |
| 2016-06-30 | $217k | 1 | 217000.00 |
| 2016-03-31 | $213k | 1 | 213000.00 |