Berkshire Hathaway shares owned by Marks Group Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Marks Group Wealth Management
from 13F filings
Historical chart of Marks Group Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Marks Group Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 10k | 502.74 |
| 2025-06-30 | $5.1M | 11k | 485.77 |
| 2025-03-31 | $5.7M | 11k | 532.58 |
| 2024-12-31 | $4.9M | 11k | 453.28 |
| 2024-09-30 | $4.9M | 11k | 460.26 |
| 2024-06-30 | $4.2M | 10k | 406.80 |
| 2024-03-31 | $3.7M | 8.9k | 420.52 |
| 2023-12-31 | $3.1M | 8.7k | 356.66 |
| 2023-09-30 | $2.9M | 8.1k | 350.30 |
| 2023-06-30 | $2.8M | 8.3k | 341.00 |
| 2023-03-31 | $2.6M | 8.4k | 308.77 |
| 2022-12-31 | $2.6M | 8.3k | 308.89 |
| 2022-09-30 | $2.3M | 8.3k | 272.73 |
| 2022-06-30 | $2.1M | 7.8k | 264.15 |
| 2022-03-31 | $2.8M | 8.0k | 352.90 |
| 2021-12-31 | $2.2M | 7.5k | 297.32 |
| 2021-09-30 | $1.7M | 6.1k | 273.51 |
| 2021-06-30 | $1.7M | 6.1k | 283.64 |
| 2021-03-31 | $1.6M | 6.0k | 262.63 |
| 2020-12-31 | $1.3M | 5.7k | 231.91 |
| 2020-09-30 | $1.1M | 5.4k | 212.96 |
| 2020-06-30 | $924k | 5.0k | 183.01 |
| 2020-03-31 | $912k | 4.9k | 187.27 |
| 2019-12-31 | $1.0M | 4.4k | 226.44 |
More positions owned by Marks Group Wealth Management
View all positions for Marks Group Wealth Management