Berkshire Hathaway shares owned by Apella Capital
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Apella Capital
from 13F filings
Historical chart of Apella Capital investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Apella Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.5M | 16k | 456.67 |
| 2024-06-30 | $6.5M | 16k | 410.52 |
| 2024-03-31 | $5.0M | 12k | 414.69 |
| 2023-12-31 | $4.3M | 12k | 363.68 |
| 2023-09-30 | $4.1M | 12k | 350.30 |
| 2023-06-30 | $4.0M | 12k | 341.00 |
| 2022-12-31 | $3.2M | 10k | 308.90 |
| 2022-09-30 | $2.8M | 11k | 267.03 |
| 2022-06-30 | $2.9M | 11k | 273.06 |
| 2022-03-31 | $3.6M | 10k | 352.93 |
| 2021-12-31 | $2.6M | 8.8k | 299.03 |
| 2021-09-30 | $2.5M | 9.0k | 278.02 |
| 2021-06-30 | $2.5M | 9.0k | 277.90 |
| 2021-03-31 | $2.2M | 8.4k | 255.42 |
| 2020-12-31 | $2.0M | 8.4k | 231.85 |
| 2020-09-30 | $1.8M | 8.3k | 212.88 |
| 2020-06-30 | $1.5M | 8.3k | 178.46 |
| 2020-03-31 | $1.7M | 9.3k | 182.81 |