Berkshire Hathaway shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $2.4M | 5.8k | 406.80 |
| 2024-03-31 | $2.1M | 5.8k | 356.66 |
| 2023-12-31 | $2.1M | 5.8k | 356.66 |
| 2023-09-30 | $2.0M | 5.8k | 350.30 |
| 2023-06-30 | $2.0M | 6.0k | 341.00 |
| 2023-03-31 | $1.9M | 6.0k | 308.77 |
| 2022-12-31 | $1.2M | 3.9k | 308.90 |
| 2022-09-30 | $1.0M | 3.9k | 267.06 |
| 2022-06-30 | $1.0M | 3.8k | 272.99 |
| 2022-03-31 | $1.3M | 3.8k | 352.86 |
| 2021-12-31 | $1.1M | 3.5k | 299.04 |
| 2021-09-30 | $968k | 3.5k | 272.83 |
| 2021-06-30 | $986k | 3.5k | 277.90 |
| 2021-03-31 | $917k | 3.6k | 255.57 |
| 2020-12-31 | $844k | 3.6k | 232.00 |
More positions owned by Levy Wealth Management Group
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