Berkshire Hathaway shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 4.0k | 460.26 |
| 2024-06-30 | $1.7M | 4.1k | 406.80 |
| 2024-03-31 | $1.3M | 3.1k | 420.52 |
| 2023-12-31 | $854k | 2.4k | 356.66 |
| 2023-09-30 | $909k | 2.6k | 350.30 |
| 2023-06-30 | $782k | 2.3k | 341.00 |
| 2023-03-31 | $787k | 2.5k | 308.77 |
| 2022-12-31 | $886k | 2.9k | 308.90 |
| 2022-09-30 | $775k | 2.9k | 266.87 |
| 2022-06-30 | $722k | 2.6k | 272.97 |
| 2022-03-31 | $998k | 2.8k | 352.77 |
| 2021-12-31 | $814k | 2.7k | 298.94 |
| 2021-09-30 | $744k | 2.7k | 272.83 |
| 2021-06-30 | $758k | 2.7k | 277.96 |
| 2020-12-31 | $630k | 2.7k | 231.79 |
| 2020-09-30 | $477k | 2.2k | 212.95 |
| 2020-06-30 | $425k | 2.4k | 178.57 |
| 2020-03-31 | $436k | 2.4k | 182.89 |
| 2019-12-31 | $380k | 1.7k | 226.33 |