Berkshire Hathaway shares owned by Marshall Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Marshall Financial Group
from 13F filings
Historical chart of Marshall Financial Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Marshall Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Marshall Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.8k | 460.26 |
| 2024-06-30 | $1.0M | 2.5k | 406.80 |
| 2024-03-31 | $1.1M | 2.5k | 420.52 |
| 2023-12-31 | $900k | 2.5k | 356.66 |
| 2023-09-30 | $884k | 2.5k | 350.30 |
| 2023-06-30 | $864k | 2.5k | 341.00 |
| 2023-03-31 | $793k | 2.6k | 308.77 |
| 2022-12-31 | $802k | 2.6k | 308.90 |
| 2022-09-30 | $701k | 2.6k | 267.15 |
| 2022-06-30 | $717k | 2.6k | 272.93 |
| 2022-03-31 | $1.1M | 3.0k | 352.80 |
| 2021-12-31 | $840k | 2.8k | 299.15 |
| 2021-09-30 | $771k | 2.8k | 272.82 |
| 2021-06-30 | $1.0M | 3.7k | 277.87 |
| 2021-03-31 | $720k | 2.8k | 255.59 |
| 2020-12-31 | $681k | 2.9k | 231.71 |