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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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All positions including Berkshire Hathaway held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by AE Wealth Management

Quarter filed Position value Share count Share price at filing
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