Berkshire Hathaway shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.0M | 6.5k | 453.28 |
| 2024-09-30 | $2.9M | 6.2k | 460.26 |
| 2024-06-30 | $2.5M | 6.2k | 406.80 |
| 2024-03-31 | $2.8M | 6.7k | 420.52 |
| 2023-09-30 | $2.4M | 6.8k | 350.34 |
| 2023-06-30 | $2.3M | 6.9k | 341.04 |
| 2023-03-31 | $2.0M | 6.6k | 308.81 |
| 2022-12-31 | $2.0M | 6.5k | 308.93 |
| 2022-09-30 | $1.7M | 6.5k | 267.02 |
| 2022-06-30 | $1.8M | 6.7k | 273.01 |
| 2022-03-31 | $2.1M | 5.9k | 352.94 |
| 2021-12-31 | $1.7M | 5.8k | 298.96 |
| 2021-09-30 | $1.1M | 4.0k | 272.80 |
| 2021-06-30 | $1.1M | 4.0k | 278.06 |
| 2021-03-31 | $1.3M | 5.2k | 255.38 |
| 2020-12-31 | $1.1M | 4.6k | 231.79 |
| 2020-09-30 | $1.0M | 4.9k | 212.88 |
| 2020-06-30 | $335k | 1.9k | 178.48 |
| 2020-03-31 | $353k | 1.9k | 182.81 |
| 2019-12-31 | $436k | 13k | 33.47 |
| 2019-09-30 | $384k | 1.8k | 207.68 |
| 2019-06-30 | $224k | 1.1k | 213.33 |
| 2019-03-31 | $326k | 1.6k | 201.11 |
| 2018-12-31 | $331k | 1.6k | 204.19 |
| 2018-09-30 | $355k | 1.7k | 213.98 |
| 2018-06-30 | $310k | 1.7k | 186.86 |
| 2018-03-31 | $329k | 1.6k | 199.51 |
| 2017-12-31 | $352k | 1.8k | 198.42 |
| 2017-09-30 | $316k | 1.7k | 183.29 |
| 2017-06-30 | $292k | 1.7k | 169.37 |
| 2017-03-31 | $307k | 1.8k | 166.94 |
| 2016-12-31 | $291k | 1.8k | 163.21 |
| 2016-09-30 | $258k | 1.8k | 144.70 |
| 2016-06-30 | $236k | 1.6k | 144.61 |
| 2016-03-31 | $227k | 1.6k | 141.96 |
| 2015-12-31 | $215k | 1.6k | 131.98 |
| 2015-09-30 | $229k | 1.8k | 130.56 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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