Berkshire Hathaway shares owned by Aurum Wealth Management Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Aurum Wealth Management Group
from 13F filings
Historical chart of Aurum Wealth Management Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Aurum Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.1M | 8.9k | 460.26 |
| 2024-06-30 | $3.5M | 8.6k | 406.80 |
| 2024-03-31 | $3.5M | 8.3k | 420.52 |
| 2023-12-31 | $3.0M | 8.3k | 356.66 |
| 2023-09-30 | $3.0M | 8.7k | 350.30 |
| 2023-06-30 | $2.9M | 8.6k | 341.00 |
| 2023-03-31 | $2.6M | 8.5k | 308.77 |
| 2022-12-31 | $2.3M | 7.5k | 308.90 |
| 2022-09-30 | $1.9M | 7.0k | 266.95 |
| 2022-06-30 | $2.1M | 7.7k | 273.07 |
| 2022-03-31 | $2.6M | 7.3k | 352.87 |
| 2021-12-31 | $2.1M | 7.2k | 298.98 |
| 2021-09-30 | $1.9M | 6.9k | 272.95 |
| 2021-06-30 | $977k | 3.5k | 277.95 |
| 2021-03-31 | $1.4M | 5.4k | 255.42 |
| 2020-12-31 | $608k | 2.6k | 231.71 |
| 2020-09-30 | $543k | 2.6k | 212.86 |
| 2020-06-30 | $524k | 2.9k | 178.53 |
| 2020-03-31 | $660k | 3.6k | 182.77 |
| 2019-12-31 | $773k | 3.4k | 226.42 |
More positions owned by Aurum Wealth Management Group
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