Berkshire Hathaway shares owned by Aptus Capital Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Aptus Capital Advisors
from 13F filings
Historical chart of Aptus Capital Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Aptus Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $40M | 87k | 460.26 |
| 2024-06-30 | $30M | 74k | 406.80 |
| 2024-03-31 | $26M | 63k | 420.52 |
| 2023-09-30 | $19M | 53k | 350.30 |
| 2023-06-30 | $17M | 51k | 341.00 |
| 2023-03-31 | $17M | 55k | 308.77 |
| 2022-12-31 | $17M | 56k | 308.90 |
| 2022-09-30 | $15M | 57k | 267.02 |
| 2022-06-30 | $15M | 54k | 273.02 |
| 2022-03-31 | $16M | 47k | 352.92 |
| 2021-12-31 | $13M | 43k | 299.00 |
| 2021-09-30 | $11M | 39k | 272.95 |
| 2021-06-30 | $9.4M | 34k | 277.90 |
| 2021-03-31 | $8.0M | 31k | 255.46 |
| 2020-12-31 | $7.9M | 34k | 231.85 |
| 2020-09-30 | $6.3M | 30k | 212.92 |
| 2020-06-30 | $5.6M | 32k | 178.51 |
| 2020-03-31 | $3.5M | 19k | 182.79 |
| 2019-12-31 | $293k | 1.3k | 226.43 |
| 2019-09-30 | $1.4M | 7.0k | 208.00 |
| 2019-06-30 | $1.7M | 8.0k | 213.09 |
| 2019-03-31 | $1.4M | 6.8k | 200.83 |