Berkshire Hathaway shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 72k | 460.26 |
| 2024-06-30 | $30M | 73k | 406.80 |
| 2024-03-31 | $31M | 74k | 420.52 |
| 2023-12-31 | $27M | 74k | 356.66 |
| 2023-09-30 | $26M | 75k | 350.30 |
| 2023-06-30 | $26M | 75k | 341.00 |
| 2023-03-31 | $23M | 75k | 308.77 |
| 2022-12-31 | $23M | 75k | 308.90 |
| 2022-09-30 | $20M | 75k | 267.02 |
| 2022-06-30 | $20M | 74k | 273.02 |
| 2022-03-31 | $25M | 72k | 352.91 |
| 2021-12-31 | $21M | 70k | 299.00 |
| 2021-09-30 | $19M | 69k | 272.94 |
| 2021-06-30 | $19M | 68k | 277.92 |
| 2021-03-31 | $17M | 67k | 255.47 |
| 2020-12-31 | $15M | 65k | 231.86 |
| 2020-09-30 | $13M | 62k | 212.93 |
| 2020-06-30 | $11M | 64k | 178.51 |
| 2020-03-31 | $7.7M | 42k | 182.83 |
| 2019-12-31 | $6.3M | 28k | 226.50 |