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Berkshire Hathaway shares owned by Sargent Investment Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sargent Investment Group from 13F filings

Historical chart of Sargent Investment Group investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Sargent Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Sargent Investment Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.8M 21k 460.26
2024-06-30 $8.3M 20k 406.80
2024-03-31 $7.9M 19k 420.52
2023-12-31 $6.8M 19k 356.66
2023-09-30 $6.4M 18k 350.30
2023-06-30 $5.7M 17k 341.00
2023-03-31 $4.9M 16k 310.31
2022-12-31 $4.4M 14k 308.90
2022-09-30 $3.2M 12k 276.32
2022-06-30 $3.2M 12k 273.06
2022-03-31 $3.8M 11k 352.92
2021-12-31 $2.4M 8.1k 298.95
2021-09-30 $2.7M 9.8k 272.90
2021-06-30 $2.7M 9.5k 277.94
2021-03-31 $2.4M 9.5k 255.45
2020-12-31 $2.1M 9.0k 231.86
2020-09-30 $2.0M 9.2k 212.93
2020-06-30 $1.6M 9.0k 177.97
2020-03-31 $1.3M 7.2k 182.79
2019-12-31 $1.3M 5.7k 226.47
2019-09-30 $1.1M 5.4k 207.99
2019-06-30 $1.2M 5.6k 213.25
2019-03-31 $1.6M 8.0k 200.87
2018-12-31 $1.6M 8.0k 204.23