Berkshire Hathaway shares owned by Burns Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Burns Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $38M | 108k | 350.30 |
| 2023-06-30 | $38M | 110k | 341.00 |
| 2023-03-31 | $34M | 109k | 308.77 |
| 2022-12-31 | $33M | 108k | 308.90 |
| 2022-09-30 | $27M | 101k | 267.02 |
| 2022-06-30 | $20M | 75k | 273.02 |
| 2022-03-31 | $25M | 70k | 352.91 |
| 2021-12-31 | $20M | 68k | 299.01 |
| 2021-09-30 | $21M | 75k | 272.94 |
| 2021-06-30 | $18M | 63k | 277.93 |
| 2021-03-31 | $16M | 62k | 255.46 |
| 2020-12-31 | $14M | 60k | 231.88 |
| 2020-09-30 | $23M | 108k | 212.95 |
| 2020-06-30 | $11M | 64k | 178.52 |
| 2020-03-31 | $4.4M | 24k | 182.83 |
| 2019-12-31 | $5.5M | 24k | 226.52 |
| 2019-09-30 | $5.1M | 25k | 208.03 |
| 2019-06-30 | $5.3M | 25k | 213.16 |
| 2019-03-31 | $5.0M | 25k | 200.90 |
| 2018-12-31 | $5.1M | 25k | 204.17 |
| 2018-09-30 | $5.2M | 24k | 214.10 |
| 2018-06-30 | $4.5M | 24k | 186.66 |
| 2018-03-31 | $4.5M | 23k | 199.48 |
| 2017-12-31 | $4.3M | 22k | 198.21 |
| 2017-09-30 | $3.9M | 21k | 183.30 |
| 2015-12-31 | $769k | 6.0k | 128.42 |
| 2015-09-30 | $781k | 6.0k | 130.43 |
| 2015-06-30 | $851k | 6.0k | 142.12 |
| 2014-03-31 | $758k | 6.0k | 126.06 |