Berkshire Hathaway shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Modera Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $41M | 100k | 406.80 |
| 2024-03-31 | $43M | 102k | 420.52 |
| 2023-12-31 | $35M | 99k | 356.66 |
| 2023-09-30 | $34M | 98k | 350.30 |
| 2023-06-30 | $34M | 99k | 341.00 |
| 2023-03-31 | $23M | 75k | 308.77 |
| 2022-12-31 | $23M | 74k | 308.90 |
| 2022-09-30 | $20M | 74k | 267.02 |
| 2022-06-30 | $20M | 74k | 273.02 |
| 2022-03-31 | $27M | 75k | 352.92 |
| 2021-12-31 | $22M | 73k | 299.01 |
| 2021-09-30 | $19M | 71k | 272.94 |
| 2021-06-30 | $19M | 69k | 277.92 |
| 2021-03-31 | $18M | 68k | 255.47 |
| 2020-12-31 | $16M | 70k | 231.86 |
| 2020-09-30 | $18M | 82k | 212.94 |
| 2020-06-30 | $15M | 82k | 178.51 |
| 2020-03-31 | $16M | 87k | 182.83 |
| 2019-12-31 | $1.6M | 7.0k | 226.50 |
| 2019-09-30 | $1.4M | 6.9k | 207.98 |
| 2019-06-30 | $1.4M | 6.7k | 213.20 |
| 2019-03-31 | $1.3M | 6.4k | 200.87 |
| 2018-12-31 | $1.2M | 5.8k | 204.23 |
| 2018-09-30 | $1.2M | 5.8k | 214.12 |
| 2018-06-30 | $1.1M | 5.7k | 186.69 |
| 2018-03-31 | $1.2M | 5.9k | 199.49 |
| 2017-12-31 | $879k | 4.4k | 198.29 |
| 2017-09-30 | $793k | 4.3k | 183.23 |
| 2017-06-30 | $691k | 4.1k | 169.45 |
| 2017-03-31 | $655k | 3.9k | 166.75 |
| 2016-12-31 | $568k | 3.5k | 162.84 |
| 2016-09-30 | $504k | 3.5k | 144.50 |
| 2016-06-30 | $510k | 3.5k | 144.76 |
| 2016-03-31 | $495k | 3.5k | 141.92 |
| 2015-12-31 | $329k | 2.5k | 132.23 |
| 2015-09-30 | $324k | 2.5k | 130.23 |
| 2015-06-30 | $388k | 2.9k | 135.95 |
| 2015-03-31 | $277k | 1.9k | 144.50 |
| 2014-12-31 | $288k | 1.9k | 150.39 |
| 2014-09-30 | $328k | 2.4k | 137.93 |
| 2014-06-30 | $229k | 1.8k | 126.80 |
| 2014-03-31 | $229k | 1.8k | 125.14 |
| 2013-12-31 | $1.4M | 12k | 118.53 |
| 2013-09-30 | $1.4M | 12k | 113.55 |
| 2013-06-30 | $1.3M | 12k | 111.89 |
| 2013-03-31 | $1.3M | 12k | 104.21 |
| 2012-09-30 | $1.0M | 11k | 88.23 |