Berkshire Hathaway shares owned by Appleton Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Appleton Partners
from 13F filings
Historical chart of Appleton Partners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Appleton Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Appleton Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.6M | 14k | 460.24 |
| 2024-06-30 | $5.8M | 14k | 406.82 |
| 2024-03-31 | $6.1M | 15k | 420.55 |
| 2023-12-31 | $5.6M | 16k | 356.67 |
| 2023-09-30 | $6.2M | 18k | 350.30 |
| 2023-06-30 | $6.3M | 19k | 341.03 |
| 2023-03-31 | $5.5M | 18k | 308.78 |
| 2022-12-31 | $5.4M | 18k | 308.93 |
| 2022-09-30 | $4.7M | 18k | 267.00 |
| 2022-06-30 | $4.8M | 18k | 273.04 |
| 2022-03-31 | $5.2M | 15k | 352.89 |
| 2021-12-31 | $4.0M | 13k | 299.02 |
| 2021-09-30 | $3.6M | 13k | 272.92 |
| 2021-06-30 | $3.6M | 13k | 277.88 |
| 2021-03-31 | $3.3M | 13k | 255.44 |
| 2020-12-31 | $3.0M | 13k | 231.86 |
| 2020-09-30 | $2.8M | 13k | 212.94 |
| 2020-06-30 | $2.3M | 13k | 178.52 |
| 2020-03-31 | $2.4M | 13k | 182.85 |
| 2019-12-31 | $3.0M | 13k | 226.52 |
| 2019-09-30 | $2.6M | 13k | 208.02 |
| 2019-06-30 | $2.7M | 13k | 213.16 |
| 2019-03-31 | $2.3M | 11k | 200.92 |
| 2018-12-31 | $2.3M | 11k | 204.17 |
| 2018-09-30 | $2.5M | 12k | 214.11 |
| 2018-06-30 | $2.1M | 11k | 186.69 |
| 2018-03-31 | $2.1M | 11k | 199.47 |
| 2017-12-31 | $2.0M | 10k | 198.17 |
| 2017-09-30 | $1.8M | 10k | 183.36 |
| 2017-06-30 | $2.0M | 12k | 169.33 |
| 2017-03-31 | $1.7M | 10k | 166.65 |
| 2016-12-31 | $2.0M | 12k | 162.94 |
| 2016-09-30 | $1.8M | 12k | 144.50 |
| 2016-06-30 | $1.7M | 12k | 144.78 |
| 2016-03-31 | $1.8M | 13k | 141.89 |
| 2015-12-31 | $1.4M | 11k | 132.05 |
| 2015-09-30 | $1.1M | 8.5k | 130.42 |
| 2015-06-30 | $1.1M | 8.5k | 136.09 |
| 2015-03-31 | $1.3M | 9.0k | 144.29 |
| 2014-12-31 | $1.4M | 9.4k | 150.16 |
| 2014-09-30 | $1.4M | 10k | 138.09 |
| 2014-06-30 | $1.2M | 9.5k | 126.53 |
| 2014-03-31 | $1.2M | 9.4k | 125.00 |
| 2013-12-31 | $1.1M | 9.5k | 118.53 |
| 2013-09-30 | $848k | 7.5k | 113.52 |
| 2013-06-30 | $763k | 6.8k | 111.92 |
| 2012-09-30 | $0 | 5.9k | 0.00 |
| 2012-06-30 | $495k | 5.9k | 83.33 |
| 2012-03-31 | $0 | 5.9k | 0.00 |
| 2011-12-31 | $0 | 5.9k | 0.00 |
| 2011-09-30 | $0 | 5.6k | 0.00 |
| 2011-06-30 | $0 | 6.1k | 0.00 |
| 2011-03-31 | $0 | 5.2k | 0.00 |