Berkshire Hathaway shares owned by Modern Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Modern Wealth Management
from 13F filings
Historical chart of Modern Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Modern Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 90k | 502.74 |
| 2025-06-30 | $32M | 66k | 485.77 |
| 2025-03-31 | $23M | 43k | 532.58 |
| 2024-12-31 | $7.0M | 16k | 453.28 |
| 2024-09-30 | $18M | 39k | 460.26 |
| 2024-06-30 | $3.4M | 8.4k | 406.80 |
| 2024-03-31 | $3.4M | 8.0k | 420.52 |
| 2023-12-31 | $2.0M | 5.6k | 356.66 |