Berkshire Hathaway shares owned by AllSquare Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by AllSquare Wealth Management
from 13F filings
Historical chart of AllSquare Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by AllSquare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by AllSquare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.7M | 3.5k | 485.77 |
| 2025-03-31 | $2.0M | 3.7k | 532.58 |
| 2024-12-31 | $1.7M | 3.8k | 453.28 |
| 2024-09-30 | $1.4M | 3.0k | 460.26 |
| 2024-06-30 | $1.2M | 3.0k | 406.80 |
| 2024-03-31 | $1.3M | 3.0k | 420.52 |
| 2023-12-31 | $1.2M | 3.2k | 356.66 |
| 2023-09-30 | $1.1M | 3.2k | 350.30 |
| 2023-06-30 | $1.1M | 3.3k | 322.19 |
| 2023-03-31 | $1.0M | 3.3k | 308.77 |
| 2022-12-31 | $1.1M | 3.5k | 308.90 |
| 2022-09-30 | $933k | 3.5k | 267.03 |
| 2022-06-30 | $954k | 3.5k | 273.04 |
| 2022-03-31 | $1.2M | 3.5k | 352.89 |
| 2021-12-31 | $1.0M | 3.4k | 298.93 |
| 2021-09-30 | $918k | 3.4k | 273.05 |
| 2021-06-30 | $1.1M | 3.9k | 277.84 |
| 2021-03-31 | $969k | 3.8k | 255.54 |
| 2020-12-31 | $791k | 3.4k | 231.76 |
| 2020-09-30 | $758k | 3.6k | 212.98 |
| 2020-06-30 | $635k | 3.6k | 178.42 |
| 2020-03-31 | $651k | 3.6k | 182.92 |
| 2019-12-31 | $861k | 3.8k | 226.46 |
| 2019-09-30 | $832k | 4.0k | 207.90 |
| 2019-06-30 | $889k | 4.2k | 213.09 |
| 2019-03-31 | $867k | 4.3k | 200.83 |
| 2018-12-31 | $866k | 4.2k | 204.15 |
| 2018-09-30 | $931k | 4.3k | 214.17 |
| 2018-06-30 | $811k | 4.3k | 186.57 |
| 2018-03-31 | $867k | 4.3k | 199.45 |
| 2017-12-31 | $858k | 4.3k | 198.29 |
| 2017-09-30 | $793k | 4.3k | 183.27 |
| 2017-06-30 | $733k | 4.3k | 169.40 |
| 2017-03-31 | $763k | 4.6k | 166.70 |
| 2016-12-31 | $717k | 4.4k | 162.95 |
| 2016-09-30 | $585k | 4.1k | 144.44 |
| 2016-06-30 | $586k | 4.1k | 144.69 |
| 2016-03-31 | $631k | 4.5k | 141.80 |
| 2015-12-31 | $667k | 5.1k | 132.08 |
| 2015-09-30 | $632k | 4.9k | 130.31 |
| 2015-06-30 | $647k | 4.8k | 136.21 |
| 2015-03-31 | $686k | 4.8k | 144.42 |
| 2014-12-31 | $698k | 4.7k | 150.11 |
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