Berkshire Hathaway shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $21M | 46k | 460.26 |
| 2024-06-30 | $19M | 46k | 406.80 |
| 2024-03-31 | $19M | 45k | 420.52 |
| 2023-12-31 | $17M | 47k | 356.66 |
| 2023-09-30 | $16M | 46k | 350.30 |
| 2023-06-30 | $16M | 46k | 341.00 |
| 2023-03-31 | $14M | 45k | 308.77 |
| 2022-12-31 | $14M | 45k | 308.90 |
| 2022-09-30 | $7.8M | 29k | 269.58 |
| 2022-06-30 | $7.7M | 28k | 273.02 |
| 2022-03-31 | $9.8M | 27k | 357.62 |
| 2021-12-31 | $8.0M | 27k | 298.99 |
| 2021-09-30 | $7.7M | 28k | 278.05 |
| 2021-06-30 | $7.7M | 28k | 277.91 |
| 2021-03-31 | $7.5M | 28k | 270.87 |
| 2020-12-31 | $6.6M | 29k | 231.86 |
| 2020-09-30 | $6.3M | 30k | 212.95 |
| 2020-06-30 | $5.0M | 28k | 178.51 |
| 2020-03-31 | $5.3M | 29k | 182.84 |
| 2019-12-31 | $6.6M | 29k | 226.51 |