Berkshire Hathaway shares owned by Asset Dedication
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Asset Dedication
from 13F filings
Historical chart of Asset Dedication investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Asset Dedication
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.3M | 9.0k | 479.20 |
| 2024-03-31 | $5.3M | 13k | 422.32 |
| 2023-12-31 | $4.6M | 13k | 354.97 |
| 2023-09-30 | $4.6M | 13k | 348.87 |
| 2023-06-30 | $4.1M | 12k | 338.92 |
| 2023-03-31 | $3.5M | 12k | 308.85 |
| 2022-12-31 | $3.4M | 11k | 308.79 |
| 2022-09-30 | $2.5M | 9.2k | 267.10 |
| 2022-06-30 | $2.4M | 9.0k | 272.75 |
| 2022-03-31 | $3.0M | 8.6k | 348.90 |
| 2021-12-31 | $2.5M | 8.5k | 297.23 |
| 2021-09-30 | $2.1M | 7.8k | 271.25 |
| 2021-06-30 | $2.1M | 7.5k | 280.38 |
| 2021-03-31 | $1.5M | 5.9k | 255.30 |
| 2020-12-31 | $1.6M | 7.1k | 230.79 |
| 2020-09-30 | $1.6M | 7.5k | 212.11 |
| 2020-06-30 | $1.2M | 6.8k | 179.19 |
| 2020-03-31 | $1.3M | 7.0k | 183.20 |
| 2019-12-31 | $1.6M | 7.2k | 224.88 |
| 2019-09-30 | $1.4M | 6.6k | 207.22 |
| 2019-06-30 | $1.5M | 7.1k | 213.62 |
| 2019-03-31 | $1.4M | 7.0k | 199.28 |
| 2018-12-31 | $1.4M | 6.9k | 203.17 |
| 2018-09-30 | $1.4M | 6.6k | 214.75 |
| 2018-06-30 | $1.4M | 7.6k | 186.44 |
| 2018-03-31 | $1.5M | 7.6k | 198.76 |
| 2017-12-31 | $1.5M | 7.7k | 197.63 |
| 2017-09-30 | $1.2M | 6.4k | 183.53 |
| 2017-06-30 | $1.1M | 6.4k | 168.90 |
| 2017-03-31 | $1.1M | 6.6k | 167.15 |
| 2016-12-31 | $1.1M | 6.6k | 161.42 |
| 2016-09-30 | $787k | 5.6k | 140.76 |
| 2016-06-30 | $787k | 5.6k | 140.76 |
| 2016-03-31 | $793k | 5.6k | 141.84 |