Berkshire Hathaway shares owned by Keudell/Morrison Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Keudell/Morrison Wealth Management
from 13F filings
Historical chart of Keudell/Morrison Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Keudell/Morrison Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.3M | 4.7k | 485.77 |
| 2025-03-31 | $2.5M | 4.7k | 532.58 |
| 2024-12-31 | $2.2M | 4.7k | 453.28 |
| 2024-09-30 | $2.2M | 4.7k | 460.26 |
| 2024-06-30 | $1.9M | 4.8k | 406.80 |
| 2024-03-31 | $1.9M | 4.5k | 420.52 |
| 2023-12-31 | $1.6M | 4.5k | 356.66 |
| 2023-09-30 | $1.6M | 4.5k | 350.30 |
| 2023-06-30 | $1.5M | 4.5k | 341.00 |
| 2023-03-31 | $1.4M | 4.6k | 308.77 |
| 2022-12-31 | $1.4M | 4.5k | 308.90 |
| 2022-09-30 | $1.2M | 4.5k | 266.93 |
| 2022-06-30 | $1.2M | 4.5k | 273.05 |
| 2022-03-31 | $1.6M | 4.5k | 352.99 |
| 2021-12-31 | $1.4M | 4.5k | 298.99 |
| 2021-09-30 | $1.2M | 4.5k | 273.03 |
| 2021-06-30 | $1.3M | 4.5k | 277.84 |
| 2021-03-31 | $1.2M | 4.5k | 255.48 |
| 2020-12-31 | $1.0M | 4.5k | 231.90 |
| 2020-09-30 | $928k | 4.4k | 212.99 |
| 2020-06-30 | $778k | 4.4k | 178.56 |
| 2020-03-31 | $797k | 4.4k | 182.92 |
| 2019-12-31 | $512k | 2.3k | 226.35 |
| 2019-09-30 | $464k | 2.2k | 207.89 |
| 2019-06-30 | $437k | 2.2k | 198.37 |
| 2019-03-31 | $443k | 2.2k | 201.09 |
More positions owned by Keudell/Morrison Wealth Management
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