Berkshire Hathaway shares owned by ProVise Management Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by ProVise Management Group
from 13F filings
Historical chart of ProVise Management Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by ProVise Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $22M | 61k | 356.66 |
| 2023-09-30 | $21M | 60k | 350.30 |
| 2023-06-30 | $16M | 52k | 308.77 |
| 2023-03-31 | $16M | 52k | 308.77 |
| 2022-12-31 | $14M | 46k | 308.90 |
| 2022-09-30 | $11M | 40k | 267.02 |
| 2022-06-30 | $9.6M | 35k | 273.01 |
| 2022-03-31 | $11M | 31k | 352.92 |
| 2021-12-31 | $9.0M | 30k | 298.96 |
| 2021-09-30 | $8.1M | 30k | 272.95 |
| 2021-06-30 | $8.3M | 30k | 277.91 |
| 2021-03-31 | $7.8M | 30k | 255.48 |
| 2020-12-31 | $7.1M | 31k | 231.88 |
| 2020-09-30 | $6.4M | 30k | 212.93 |
| 2020-06-30 | $5.1M | 29k | 178.50 |
| 2020-03-31 | $5.4M | 29k | 182.83 |
| 2019-12-31 | $7.0M | 31k | 226.49 |
| 2019-09-30 | $6.6M | 32k | 208.02 |
| 2019-06-30 | $6.8M | 32k | 213.16 |
| 2019-03-31 | $6.2M | 31k | 200.88 |
| 2018-12-31 | $6.5M | 32k | 204.19 |
| 2018-09-30 | $7.1M | 33k | 214.11 |
| 2018-06-30 | $6.2M | 33k | 186.64 |
| 2018-03-31 | $6.7M | 33k | 199.48 |
| 2017-12-31 | $6.9M | 35k | 198.23 |
| 2017-09-30 | $6.4M | 35k | 183.31 |
| 2017-06-30 | $6.0M | 35k | 169.34 |
| 2017-03-31 | $5.9M | 35k | 166.68 |
| 2016-12-31 | $5.7M | 35k | 162.98 |
| 2016-09-30 | $5.2M | 36k | 144.47 |
| 2016-06-30 | $5.1M | 36k | 144.78 |