Berkshire Hathaway shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $384k | 835 | 459.88 |
| 2024-03-31 | $906k | 2.2k | 420.42 |
| 2023-12-31 | $745k | 2.1k | 356.80 |
| 2023-09-30 | $706k | 2.0k | 350.20 |
| 2023-03-31 | $678k | 2.2k | 308.88 |
| 2022-06-30 | $725k | 2.7k | 273.17 |
| 2022-03-31 | $221k | 627 | 352.47 |
| 2021-12-31 | $579k | 1.9k | 298.76 |
| 2021-03-31 | $320k | 1.3k | 255.59 |
| 2020-12-31 | $313k | 1.4k | 231.85 |
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