Berkshire Hathaway shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Evermay Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 7.3k | 502.74 |
| 2025-06-30 | $3.6M | 7.5k | 485.77 |
| 2025-03-31 | $4.0M | 7.5k | 532.58 |
| 2024-12-31 | $3.5M | 7.8k | 453.28 |
| 2024-09-30 | $3.6M | 7.8k | 460.26 |
| 2024-06-30 | $3.1M | 7.7k | 406.80 |
| 2024-03-31 | $3.2M | 7.7k | 420.52 |
| 2023-12-31 | $2.7M | 7.6k | 356.66 |
| 2023-09-30 | $3.3M | 9.4k | 350.30 |
| 2023-06-30 | $3.2M | 9.4k | 341.00 |
| 2023-03-31 | $3.0M | 9.6k | 308.77 |
| 2022-12-31 | $3.1M | 10k | 308.90 |
| 2022-09-30 | $2.6M | 9.6k | 267.06 |
| 2022-06-30 | $2.5M | 9.2k | 273.00 |
| 2022-03-31 | $3.3M | 9.2k | 352.88 |
| 2021-12-31 | $2.6M | 8.7k | 298.99 |
| 2021-09-30 | $2.5M | 9.0k | 272.95 |
| 2021-06-30 | $2.5M | 9.1k | 277.94 |
| 2021-03-31 | $2.4M | 9.4k | 255.51 |
| 2020-12-31 | $2.2M | 9.7k | 231.88 |
| 2020-09-30 | $2.2M | 10k | 212.95 |
| 2020-06-30 | $1.8M | 10k | 178.56 |
| 2020-03-31 | $1.8M | 9.7k | 182.78 |
| 2019-12-31 | $2.2M | 9.6k | 226.55 |
| 2019-09-30 | $1.6M | 7.5k | 208.11 |
| 2019-06-30 | $1.4M | 6.3k | 213.15 |
| 2019-03-31 | $1.1M | 5.5k | 200.84 |
| 2018-12-31 | $1.1M | 5.2k | 204.12 |
| 2018-09-30 | $1.2M | 5.4k | 214.11 |
| 2018-06-30 | $996k | 5.3k | 186.69 |
| 2018-03-31 | $1.1M | 5.5k | 199.46 |
| 2017-12-31 | $1.4M | 6.9k | 198.26 |
| 2017-09-30 | $1.1M | 6.2k | 183.38 |
| 2017-06-30 | $1.1M | 6.2k | 169.43 |
| 2017-03-31 | $1.0M | 6.2k | 166.67 |
| 2016-12-31 | $698k | 4.3k | 163.01 |
| 2016-09-30 | $628k | 4.3k | 144.53 |
| 2016-06-30 | $707k | 4.9k | 144.82 |
| 2016-03-31 | $693k | 4.9k | 141.95 |
| 2015-12-31 | $679k | 5.1k | 132.02 |
| 2015-09-30 | $820k | 6.3k | 130.39 |
| 2015-06-30 | $770k | 5.7k | 136.04 |
| 2015-03-31 | $802k | 5.6k | 144.27 |
| 2014-12-31 | $736k | 4.9k | 150.08 |
| 2014-09-30 | $618k | 4.5k | 138.13 |
| 2014-06-30 | $552k | 4.4k | 126.55 |
| 2014-03-31 | $320k | 2.6k | 124.90 |