Berkshire Hathaway shares owned by Apexium Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 15k | 502.74 |
| 2025-06-30 | $7.4M | 15k | 485.77 |
| 2024-12-31 | $7.0M | 16k | 453.29 |
| 2024-09-30 | $7.0M | 15k | 460.26 |
| 2024-06-30 | $5.7M | 14k | 406.81 |
| 2024-03-31 | $5.9M | 14k | 420.52 |
| 2023-12-31 | $6.2M | 17k | 356.66 |
| 2023-09-30 | $4.8M | 14k | 350.30 |
| 2023-06-30 | $4.7M | 14k | 341.00 |
| 2023-03-31 | $4.8M | 15k | 308.77 |
| 2022-12-31 | $4.8M | 15k | 308.90 |
| 2022-09-30 | $4.1M | 15k | 267.03 |
| 2022-06-30 | $929k | 3.4k | 273.07 |
| 2022-03-31 | $1.1M | 3.4k | 327.16 |
| 2021-12-31 | $1.0M | 3.4k | 298.94 |
| 2021-09-30 | $844k | 3.1k | 273.05 |
| 2021-06-30 | $889k | 3.2k | 277.99 |
| 2021-03-31 | $812k | 3.2k | 255.35 |
| 2020-12-31 | $691k | 3.0k | 231.88 |
| 2020-09-30 | $645k | 3.0k | 212.87 |
| 2020-06-30 | $570k | 3.2k | 178.63 |
| 2020-03-31 | $583k | 3.2k | 182.70 |
| 2019-12-31 | $626k | 2.8k | 226.40 |