Berkshire Hathaway shares owned by AE Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $96M | 208k | 460.26 |
| 2024-06-30 | $81M | 200k | 406.80 |
| 2024-03-31 | $83M | 198k | 420.52 |
| 2023-12-31 | $99M | 256k | 385.40 |
| 2023-09-30 | $70M | 199k | 350.30 |
| 2023-06-30 | $59M | 171k | 341.00 |
| 2023-03-31 | $47M | 153k | 308.77 |
| 2022-12-31 | $46M | 148k | 308.90 |
| 2022-09-30 | $38M | 143k | 267.02 |
| 2022-06-30 | $37M | 136k | 273.02 |
| 2022-03-31 | $45M | 128k | 352.91 |
| 2021-12-31 | $34M | 112k | 299.00 |
| 2021-09-30 | $30M | 108k | 272.94 |
| 2021-06-30 | $32M | 114k | 277.91 |
| 2021-03-31 | $22M | 86k | 255.47 |
| 2020-12-31 | $21M | 92k | 231.87 |
| 2020-09-30 | $19M | 89k | 212.94 |
| 2020-06-30 | $17M | 93k | 178.51 |
| 2020-03-31 | $16M | 86k | 182.84 |
| 2019-12-31 | $19M | 85k | 226.50 |
| 2019-09-30 | $15M | 73k | 208.02 |
| 2019-06-30 | $15M | 70k | 213.16 |
| 2019-03-31 | $4.9M | 24k | 200.88 |
| 2018-12-31 | $4.6M | 23k | 204.16 |
| 2018-09-30 | $4.7M | 22k | 214.10 |
| 2018-06-30 | $3.1M | 17k | 186.65 |
| 2018-03-31 | $4.7M | 23k | 199.49 |
| 2017-12-31 | $4.0M | 20k | 198.23 |
| 2017-09-30 | $2.3M | 13k | 183.33 |
| 2017-06-30 | $1.7M | 10k | 169.40 |
| 2017-03-31 | $1.2M | 7.1k | 166.71 |
| 2016-12-31 | $538k | 3.3k | 163.13 |