Berkshire Hathaway shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331M | 719k | 460.26 |
| 2024-06-30 | $288M | 709k | 406.80 |
| 2024-03-31 | $294M | 919k | 319.51 |
| 2023-12-31 | $292M | 818k | 356.66 |
| 2023-09-30 | $281M | 803k | 350.30 |
| 2023-06-30 | $267M | 782k | 341.00 |
| 2023-03-31 | $237M | 769k | 308.77 |
| 2022-12-31 | $214M | 693k | 308.90 |
| 2022-09-30 | $181M | 678k | 267.02 |
| 2022-06-30 | $153M | 559k | 273.02 |
| 2022-03-31 | $148M | 418k | 352.91 |
| 2021-12-31 | $98M | 327k | 299.00 |
| 2021-09-30 | $75M | 275k | 272.94 |
| 2021-06-30 | $73M | 262k | 277.92 |
| 2021-03-31 | $62M | 244k | 255.47 |
| 2020-12-31 | $57M | 244k | 231.87 |
| 2020-09-30 | $47M | 223k | 212.02 |
| 2020-06-30 | $42M | 235k | 177.99 |
| 2020-03-31 | $25M | 143k | 175.95 |
| 2019-12-31 | $32M | 142k | 228.39 |
| 2019-09-30 | $19M | 91k | 208.02 |
| 2019-06-30 | $20M | 92k | 213.17 |
| 2019-03-31 | $16M | 81k | 200.89 |
| 2018-12-31 | $16M | 76k | 204.17 |
| 2018-09-30 | $16M | 77k | 214.12 |
| 2018-06-30 | $15M | 80k | 186.65 |
| 2018-03-31 | $15M | 75k | 195.00 |
| 2017-12-31 | $15M | 78k | 198.22 |
| 2017-09-30 | $11M | 55k | 197.99 |
| 2017-06-30 | $4.9M | 29k | 169.38 |
More positions owned by Captrust Financial Advisors
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