Berkshire Hathaway shares owned by CapWealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by CapWealth Advisors
from 13F filings
Historical chart of CapWealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by CapWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $43M | 120k | 356.66 |
| 2023-09-30 | $44M | 125k | 350.30 |
| 2023-06-30 | $42M | 124k | 341.00 |
| 2023-03-31 | $38M | 125k | 308.77 |
| 2022-12-31 | $38M | 124k | 308.90 |
| 2022-09-30 | $25M | 92k | 267.02 |
| 2022-06-30 | $25M | 92k | 273.03 |
| 2022-03-31 | $32M | 92k | 352.91 |
| 2021-12-31 | $27M | 91k | 299.01 |
| 2021-09-30 | $25M | 91k | 272.94 |
| 2021-06-30 | $25M | 90k | 277.92 |
| 2021-03-31 | $23M | 90k | 255.47 |
| 2020-12-31 | $20M | 85k | 231.87 |
| 2020-09-30 | $18M | 83k | 212.94 |
| 2020-06-30 | $15M | 83k | 178.51 |
| 2020-03-31 | $14M | 76k | 182.82 |
| 2019-12-31 | $16M | 72k | 226.49 |
| 2019-09-30 | $15M | 71k | 208.03 |
| 2019-06-30 | $11M | 53k | 213.18 |
| 2019-03-31 | $10M | 51k | 200.89 |
| 2018-12-31 | $10M | 49k | 204.19 |
| 2018-09-30 | $7.9M | 37k | 214.11 |
| 2018-06-30 | $6.4M | 35k | 186.66 |
| 2018-03-31 | $2.1M | 11k | 198.23 |
| 2017-12-31 | $2.1M | 11k | 198.23 |
| 2017-09-30 | $2.0M | 11k | 183.35 |
| 2017-06-30 | $1.8M | 11k | 169.38 |
| 2017-03-31 | $1.8M | 11k | 166.65 |
| 2016-12-31 | $2.0M | 12k | 163.01 |
| 2016-09-30 | $1.8M | 13k | 144.43 |
| 2016-06-30 | $1.8M | 13k | 144.78 |
| 2016-03-31 | $1.8M | 13k | 141.92 |
| 2015-12-31 | $1.6M | 12k | 132.07 |
| 2015-09-30 | $1.7M | 13k | 130.43 |
| 2015-06-30 | $4.5M | 33k | 136.12 |
| 2015-03-31 | $5.1M | 35k | 144.32 |
| 2014-12-31 | $5.5M | 37k | 150.15 |
| 2014-09-30 | $5.4M | 39k | 138.14 |
| 2014-06-30 | $5.1M | 41k | 126.56 |
| 2014-03-31 | $5.3M | 42k | 124.97 |
| 2013-12-31 | $5.9M | 50k | 118.55 |
| 2013-09-30 | $1.0M | 9.1k | 113.49 |
| 2013-06-30 | $1.0M | 9.0k | 111.92 |
| 2013-03-31 | $870k | 8.4k | 104.15 |
| 2012-12-31 | $725k | 8.1k | 89.67 |
| 2012-09-30 | $755k | 8.6k | 88.15 |
| 2012-06-30 | $693k | 8.3k | 83.34 |
| 2012-03-31 | $625k | 7.7k | 81.12 |
| 2011-12-31 | $635k | 8.3k | 76.28 |