Berkshire Hathaway shares owned by MBM Wealth Consultants
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MBM Wealth Consultants
from 13F filings
Historical chart of MBM Wealth Consultants investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by MBM Wealth Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.7M | 3.4k | 502.65 |
| 2025-09-30 | $1.6M | 3.2k | 502.74 |
| 2025-06-30 | $1.4M | 2.8k | 485.77 |
| 2025-03-31 | $1.7M | 3.2k | 532.57 |
| 2024-12-31 | $1.4M | 3.2k | 451.07 |
| 2024-09-30 | $1.4M | 3.1k | 460.26 |
| 2024-06-30 | $1.2M | 2.8k | 410.52 |
| 2024-03-31 | $1.1M | 2.6k | 420.52 |
| 2023-12-31 | $1.0M | 2.7k | 383.18 |
| 2023-03-31 | $15k | 50 | 300.00 |
| 2022-12-31 | $15k | 50 | 300.00 |
| 2022-09-30 | $14k | 50 | 280.00 |
| 2022-06-30 | $92k | 3.0k | 31.02 |
| 2022-03-31 | $18k | 50 | 360.00 |
| 2021-12-31 | $14k | 51 | 274.51 |
| 2021-09-30 | $14k | 51 | 274.51 |
| 2021-06-30 | $14k | 51 | 274.51 |
| 2021-03-31 | $13k | 51 | 254.90 |
| 2020-12-31 | $12k | 50 | 240.00 |
| 2020-09-30 | $11k | 50 | 220.00 |
| 2020-06-30 | $9.0k | 50 | 180.00 |
| 2020-03-31 | $9.0k | 50 | 180.00 |
| 2019-12-31 | $11k | 50 | 220.00 |
| 2019-09-30 | $10k | 50 | 200.00 |
| 2019-06-30 | $11k | 50 | 220.00 |
| 2019-03-31 | $155k | 774 | 200.26 |
| 2018-12-31 | $180k | 881 | 204.31 |