Berkshire Hathaway shares owned by BigSur Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by BigSur Wealth Management
from 13F filings
Historical chart of BigSur Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by BigSur Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 13k | 460.26 |
| 2024-06-30 | $4.5M | 11k | 406.80 |
| 2024-03-31 | $4.6M | 11k | 420.52 |
| 2023-12-31 | $2.9M | 8.0k | 356.66 |
| 2023-09-30 | $2.7M | 7.7k | 350.30 |
| 2023-06-30 | $2.8M | 8.1k | 341.00 |
| 2023-03-31 | $3.4M | 11k | 308.77 |
| 2022-12-31 | $3.7M | 12k | 308.90 |
| 2022-09-30 | $3.3M | 12k | 266.99 |
| 2022-06-30 | $3.0M | 11k | 273.02 |
| 2022-03-31 | $3.9M | 11k | 352.87 |
| 2021-12-31 | $2.5M | 8.4k | 299.04 |
| 2021-09-30 | $1.7M | 6.4k | 272.96 |
| 2021-06-30 | $2.0M | 7.1k | 277.90 |
| 2021-03-31 | $1.8M | 7.2k | 255.47 |
| 2020-12-31 | $1.4M | 6.0k | 231.80 |
| 2020-09-30 | $1.3M | 6.0k | 212.89 |
| 2020-06-30 | $1.2M | 6.7k | 178.56 |
| 2020-03-31 | $1.2M | 6.7k | 182.87 |
| 2019-12-31 | $459k | 2.0k | 226.55 |
| 2019-09-30 | $421k | 2.0k | 207.80 |
| 2019-06-30 | $435k | 2.0k | 214.71 |
| 2019-03-31 | $361k | 1.8k | 201.00 |
| 2018-06-30 | $236k | 1.3k | 186.86 |
| 2018-03-31 | $252k | 1.3k | 199.52 |
| 2017-06-30 | $203k | 1.1k | 178.38 |
| 2016-12-31 | $219k | 1.3k | 163.07 |