Berkshire Hathaway shares owned by Mount Yale Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Mount Yale Investment Advisors
from 13F filings
Historical chart of Mount Yale Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Mount Yale Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $12M | 26k | 453.28 |
| 2024-09-30 | $6.6M | 14k | 460.26 |
| 2024-06-30 | $12M | 30k | 406.80 |
| 2024-03-31 | $12M | 29k | 420.53 |
| 2023-09-30 | $6.4M | 18k | 350.30 |
| 2023-06-30 | $6.3M | 18k | 341.00 |
| 2023-03-31 | $6.6M | 22k | 308.77 |
| 2022-12-31 | $6.5M | 21k | 308.90 |
| 2022-09-30 | $5.5M | 21k | 267.03 |
| 2022-06-30 | $5.4M | 20k | 273.03 |
| 2022-03-31 | $7.6M | 22k | 352.90 |
| 2021-12-31 | $6.2M | 21k | 299.01 |
| 2021-09-30 | $5.5M | 20k | 272.96 |
| 2021-06-30 | $1.5M | 5.4k | 277.89 |
| 2021-03-31 | $1.4M | 5.3k | 255.53 |
| 2020-12-31 | $1.4M | 6.1k | 231.91 |
| 2020-09-30 | $1.4M | 6.6k | 213.02 |
| 2020-06-30 | $1.1M | 6.4k | 178.44 |
| 2020-03-31 | $1.0M | 5.5k | 182.83 |
| 2019-12-31 | $3.1M | 14k | 224.44 |
| 2019-09-30 | $2.5M | 11k | 220.92 |
| 2019-06-30 | $2.2M | 11k | 198.18 |
| 2019-03-31 | $3.5M | 18k | 200.91 |
| 2018-12-31 | $4.0M | 20k | 203.06 |
| 2018-09-30 | $4.5M | 20k | 221.26 |
| 2018-06-30 | $3.9M | 21k | 186.67 |
| 2018-03-31 | $3.9M | 20k | 199.48 |
More positions owned by Mount Yale Investment Advisors
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