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Berkshire Hathaway shares owned by MBL Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MBL Wealth from 13F filings

Historical chart of MBL Wealth investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by MBL Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.3M 11k 406.80
2024-03-31 $4.4M 11k 420.52
2023-12-31 $3.7M 10k 356.66
2023-09-30 $3.7M 11k 350.30
2023-06-30 $3.5M 10k 341.00
2023-03-31 $3.2M 10k 308.77
2022-12-31 $3.2M 10k 308.93
2022-09-30 $2.7M 10k 267.01
2022-06-30 $2.8M 10k 273.07
2022-03-31 $3.6M 10k 352.88
2021-09-30 $2.7M 9.9k 272.89
2021-03-31 $2.3M 9.1k 255.44
2020-12-31 $2.1M 8.9k 231.87