Berkshire Hathaway shares owned by Arete Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Arete Wealth Advisors
from 13F filings
Historical chart of Arete Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Arete Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv

Quarterly reported holdings in Berkshire Hathaway by Arete Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $12M | 26k | 453.27 |
2024-09-30 | $10M | 22k | 460.25 |
2024-03-31 | $17M | 40k | 420.52 |
2023-12-31 | $14M | 40k | 356.66 |
2023-09-30 | $13M | 38k | 350.30 |
2023-06-30 | $14M | 35k | 400.35 |
2023-03-31 | $11B | 34k | 308769.97 |
2022-12-31 | $18B | 36k | 493227.32 |
2022-09-30 | $9.4M | 35k | 267.01 |
2022-06-30 | $8.5M | 31k | 273.11 |
2022-03-31 | $11M | 31k | 352.92 |
2021-12-31 | $7.5M | 25k | 300.28 |
2021-09-30 | $6.4M | 23k | 273.06 |
2021-06-30 | $4.5M | 24k | 186.76 |
2021-03-31 | $7.1M | 28k | 255.56 |
2020-12-31 | $7.4M | 32k | 231.00 |
2020-09-30 | $7.5M | 35k | 211.24 |
2020-06-30 | $6.9M | 38k | 178.52 |
2020-03-31 | $9.4M | 52k | 182.73 |
2019-12-31 | $8.4M | 37k | 226.51 |
2019-09-30 | $7.4M | 35k | 208.03 |
2019-06-30 | $7.6M | 36k | 213.16 |
2019-03-31 | $6.9M | 34k | 200.91 |
2018-12-31 | $6.9M | 34k | 204.19 |
2018-09-30 | $7.0M | 33k | 214.13 |
2018-06-30 | $6.1M | 33k | 186.67 |
2018-03-31 | $6.7M | 34k | 199.49 |
2017-12-31 | $3.9M | 20k | 198.22 |
2017-09-30 | $3.7M | 20k | 183.34 |
2017-06-30 | $3.1M | 18k | 169.37 |
2017-03-31 | $3.0M | 18k | 166.66 |
2016-12-31 | $3.0M | 18k | 162.99 |
2016-09-30 | $2.5M | 17k | 144.48 |
2016-06-30 | $3.3M | 23k | 144.79 |
2016-03-31 | $3.1M | 22k | 141.86 |
2015-12-31 | $2.1M | 16k | 132.06 |
2015-09-30 | $1.8M | 14k | 130.39 |
2015-06-30 | $1.6M | 12k | 136.13 |
2015-03-31 | $1.5M | 10k | 144.32 |
2014-12-31 | $1.6M | 11k | 150.12 |
2014-09-30 | $1.6M | 12k | 138.15 |
2014-06-30 | $1.5M | 12k | 126.56 |
2014-03-31 | $1.9M | 15k | 124.97 |
2013-12-31 | $1.9M | 16k | 118.55 |