Berkshire Hathaway shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $81M | 176k | 460.26 |
| 2024-06-30 | $77M | 189k | 406.80 |
| 2024-03-31 | $77M | 183k | 420.52 |
| 2023-12-31 | $44M | 122k | 356.66 |
| 2023-09-30 | $41M | 118k | 350.30 |
| 2023-06-30 | $38M | 111k | 341.00 |
| 2023-03-31 | $32M | 104k | 308.77 |
| 2022-12-31 | $31M | 101k | 308.90 |
| 2022-09-30 | $27M | 101k | 267.02 |
| 2022-06-30 | $28M | 102k | 273.02 |
| 2022-03-31 | $36M | 101k | 352.91 |
| 2021-12-31 | $30M | 100k | 299.00 |
| 2021-09-30 | $23M | 85k | 272.94 |
| 2021-06-30 | $22M | 80k | 277.92 |
| 2021-03-31 | $20M | 77k | 255.47 |
| 2020-12-31 | $19M | 80k | 231.88 |
| 2020-09-30 | $16M | 76k | 212.94 |
| 2020-06-30 | $23M | 127k | 178.51 |
| 2020-03-31 | $13M | 69k | 182.83 |
| 2019-12-31 | $12M | 54k | 226.50 |
| 2019-09-30 | $9.4M | 45k | 208.02 |
| 2019-06-30 | $9.9M | 47k | 213.17 |
| 2019-03-31 | $8.5M | 42k | 200.90 |
| 2018-12-31 | $8.3M | 41k | 204.17 |
| 2018-09-30 | $8.1M | 38k | 214.10 |
| 2018-06-30 | $7.0M | 37k | 186.65 |
| 2018-03-31 | $7.7M | 39k | 199.49 |
| 2017-12-31 | $7.6M | 38k | 198.22 |
| 2017-09-30 | $4.9M | 27k | 183.33 |
| 2017-06-30 | $4.5M | 26k | 169.38 |
| 2017-03-31 | $4.3M | 26k | 166.68 |
| 2016-12-31 | $4.1M | 25k | 162.99 |
| 2016-09-30 | $4.0M | 28k | 144.46 |
| 2016-06-30 | $3.9M | 27k | 144.78 |
| 2016-03-31 | $4.4M | 31k | 141.87 |
| 2015-12-31 | $3.9M | 30k | 132.03 |
| 2015-09-30 | $3.8M | 29k | 130.39 |
| 2015-06-30 | $3.9M | 29k | 136.11 |
| 2015-03-31 | $1.1M | 7.5k | 144.26 |
| 2014-12-31 | $1.0M | 6.9k | 150.12 |
| 2014-09-30 | $861k | 6.8k | 126.51 |
| 2014-06-30 | $861k | 6.8k | 126.51 |
| 2014-03-31 | $1.0M | 8.4k | 124.91 |
| 2013-12-31 | $1.0M | 8.5k | 118.50 |
| 2013-09-30 | $966k | 8.5k | 113.57 |
| 2013-06-30 | $958k | 8.6k | 111.93 |
| 2013-03-31 | $886k | 8.5k | 104.16 |
| 2012-12-31 | $717k | 8.0k | 89.68 |
| 2012-09-30 | $740k | 8.4k | 88.15 |
| 2012-06-30 | $758k | 9.1k | 83.34 |
| 2012-03-31 | $682k | 8.4k | 81.12 |
| 2011-12-31 | $634k | 8.3k | 76.32 |
| 2011-09-30 | $624k | 8.8k | 71.05 |
| 2011-06-30 | $598k | 7.7k | 77.34 |
| 2011-03-31 | $574k | 6.9k | 83.65 |
| 2010-12-31 | $562k | 7.0k | 80.15 |