Berkshire Hathaway shares owned by A. Montag and Associates
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by A. Montag and Associates
from 13F filings
Historical chart of A. Montag and Associates investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by A. Montag and Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 27k | 460.27 |
| 2024-06-30 | $11M | 27k | 406.81 |
| 2024-03-31 | $11M | 26k | 420.53 |
| 2023-12-31 | $9.4M | 26k | 356.66 |
| 2023-09-30 | $8.9M | 25k | 350.30 |
| 2023-06-30 | $8.7M | 25k | 341.00 |
| 2023-03-31 | $7.9M | 26k | 308.77 |
| 2022-12-31 | $8.0M | 26k | 308.90 |
| 2022-09-30 | $7.0M | 26k | 267.03 |
| 2022-06-30 | $7.0M | 26k | 273.01 |
| 2022-03-31 | $9.1M | 26k | 352.93 |
| 2021-12-31 | $8.5M | 28k | 299.01 |
| 2021-09-30 | $7.8M | 29k | 272.95 |
| 2021-06-30 | $8.9M | 32k | 277.91 |
| 2021-03-31 | $8.3M | 33k | 255.48 |
| 2020-12-31 | $7.7M | 33k | 231.87 |
| 2020-09-30 | $6.8M | 32k | 212.95 |
| 2020-06-30 | $6.1M | 34k | 178.50 |
| 2020-03-31 | $8.5M | 46k | 182.84 |
| 2019-12-31 | $12M | 51k | 226.50 |
| 2019-09-30 | $12M | 56k | 208.02 |
| 2019-06-30 | $14M | 65k | 213.16 |
| 2019-03-31 | $14M | 69k | 200.88 |
| 2018-12-31 | $14M | 68k | 204.17 |
| 2018-09-30 | $13M | 61k | 214.11 |
| 2018-06-30 | $9.5M | 51k | 186.65 |
| 2018-03-31 | $10M | 52k | 199.48 |
| 2017-12-31 | $6.1M | 31k | 198.22 |
| 2017-09-30 | $5.1M | 28k | 183.33 |
| 2017-06-30 | $4.8M | 28k | 169.37 |
| 2017-03-31 | $4.2M | 25k | 166.66 |
| 2016-12-31 | $4.3M | 26k | 162.98 |
| 2016-09-30 | $3.7M | 26k | 144.46 |
| 2016-06-30 | $3.5M | 24k | 144.77 |
| 2016-03-31 | $3.5M | 25k | 141.88 |
| 2015-12-31 | $3.3M | 25k | 132.06 |
| 2015-09-30 | $3.2M | 24k | 130.41 |
| 2015-06-30 | $3.1M | 23k | 136.12 |
| 2015-03-31 | $3.3M | 23k | 144.30 |
| 2014-12-31 | $3.5M | 23k | 150.15 |
| 2014-09-30 | $3.1M | 22k | 138.14 |
| 2014-06-30 | $2.8M | 22k | 126.55 |
| 2014-03-31 | $2.8M | 22k | 124.99 |
| 2013-12-31 | $3.3M | 28k | 118.56 |
| 2013-09-30 | $3.3M | 29k | 113.52 |
| 2013-06-30 | $3.4M | 30k | 111.93 |
| 2013-03-31 | $3.2M | 31k | 104.20 |
| 2012-12-31 | $2.9M | 33k | 89.69 |
| 2012-09-30 | $2.8M | 31k | 88.20 |
| 2012-06-30 | $2.8M | 34k | 83.34 |
| 2012-03-31 | $2.8M | 34k | 81.14 |
| 2011-12-31 | $2.6M | 34k | 76.29 |
| 2011-09-30 | $2.5M | 35k | 71.05 |
| 2011-06-30 | $3.0M | 38k | 77.38 |
| 2011-03-31 | $3.2M | 38k | 83.64 |
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