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Berkshire Hathaway shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $527k 1.0k 502.80
2025-06-30 $582k 1.2k 485.63
2025-03-31 $572k 1.1k 532.60
2024-12-31 $476k 1.1k 453.28
2024-09-30 $1.3M 2.9k 460.26
2024-06-30 $1.1M 2.7k 406.80