Berkshire Hathaway shares owned by Ropes Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Ropes Wealth Advisors
from 13F filings
Historical chart of Ropes Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.1M | 23k | 350.30 |
| 2023-06-30 | $7.2M | 21k | 341.00 |
| 2023-03-31 | $6.6M | 21k | 308.77 |
| 2022-12-31 | $6.6M | 22k | 308.90 |
| 2022-09-30 | $5.0M | 19k | 267.03 |
| 2022-06-30 | $4.9M | 18k | 273.05 |
| 2022-03-31 | $6.4M | 18k | 352.90 |
| 2021-12-31 | $5.6M | 19k | 299.00 |
| 2021-09-30 | $5.0M | 19k | 272.92 |
| 2021-06-30 | $5.2M | 19k | 277.92 |
| 2021-03-31 | $5.5M | 19k | 285.63 |
| 2020-12-31 | $4.3M | 19k | 231.88 |
| 2020-09-30 | $3.9M | 18k | 212.93 |
| 2020-06-30 | $3.2M | 18k | 178.50 |
| 2020-03-31 | $3.2M | 17k | 182.86 |
| 2019-12-31 | $3.9M | 17k | 226.52 |
| 2019-09-30 | $4.3M | 21k | 208.00 |
| 2019-06-30 | $4.4M | 21k | 213.15 |
| 2019-03-31 | $4.2M | 21k | 200.87 |
| 2018-12-31 | $4.3M | 21k | 204.20 |
| 2018-09-30 | $4.7M | 22k | 214.11 |
| 2018-06-30 | $3.3M | 17k | 186.66 |
| 2018-03-31 | $3.5M | 18k | 199.46 |
| 2017-12-31 | $3.7M | 19k | 198.23 |
| 2017-09-30 | $3.7M | 20k | 183.31 |
| 2017-06-30 | $3.5M | 21k | 169.36 |
| 2017-03-31 | $3.3M | 20k | 166.67 |
| 2016-12-31 | $3.2M | 20k | 162.97 |
| 2016-09-30 | $2.5M | 17k | 144.48 |
| 2016-06-30 | $2.4M | 16k | 144.79 |
| 2016-03-31 | $1.9M | 13k | 141.89 |
| 2015-12-31 | $1.7M | 13k | 132.00 |
| 2015-09-30 | $1.3M | 10k | 130.39 |
| 2015-06-30 | $1.4M | 10k | 136.09 |
| 2015-03-31 | $1.5M | 11k | 144.28 |