Berkshire Hathaway shares owned by Bogart Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Bogart Wealth
from 13F filings
Historical chart of Bogart Wealth investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $628k | 1.5k | 420.52 |
| 2023-12-31 | $578k | 1.6k | 356.66 |
| 2023-09-30 | $515k | 1.5k | 350.30 |
| 2023-06-30 | $463k | 1.4k | 341.00 |
| 2023-03-31 | $400k | 1.3k | 308.77 |
| 2022-12-31 | $1.3M | 4.3k | 308.90 |
| 2022-09-30 | $1.5M | 5.7k | 267.01 |
| 2022-06-30 | $687k | 2.5k | 272.84 |
| 2022-03-31 | $395k | 1.1k | 352.99 |
| 2021-12-31 | $319k | 1.1k | 299.25 |
| 2021-09-30 | $405k | 1.5k | 273.10 |
| 2021-06-30 | $401k | 1.4k | 277.89 |
| 2021-03-31 | $343k | 1.3k | 255.59 |
| 2020-12-31 | $310k | 1.3k | 231.86 |
| 2020-09-30 | $347k | 1.6k | 212.88 |
| 2020-06-30 | $304k | 1.7k | 178.30 |
| 2020-03-31 | $312k | 1.7k | 182.99 |
| 2019-12-31 | $225k | 995 | 226.13 |
| 2019-09-30 | $207k | 995 | 208.04 |
| 2019-06-30 | $212k | 995 | 213.07 |
| 2019-03-31 | $223k | 1.1k | 200.72 |
| 2018-12-31 | $229k | 1.1k | 203.92 |
| 2018-09-30 | $266k | 1.2k | 214.34 |
| 2018-06-30 | $231k | 1.2k | 186.14 |
| 2018-03-31 | $249k | 1.2k | 200.64 |
| 2017-12-31 | $166k | 839 | 197.85 |
| 2017-09-30 | $154k | 820 | 187.80 |