Berkshire Hathaway shares owned by SFMG Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SFMG Wealth Advisors
from 13F filings
Historical chart of SFMG Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by SFMG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $47M | 102k | 460.26 |
| 2024-06-30 | $42M | 103k | 406.80 |
| 2024-03-31 | $43M | 102k | 420.52 |
| 2023-12-31 | $37M | 103k | 356.66 |
| 2023-09-30 | $36M | 104k | 350.30 |
| 2023-06-30 | $36M | 104k | 341.00 |
| 2023-03-31 | $32M | 104k | 308.77 |
| 2022-12-31 | $32M | 105k | 308.90 |
| 2022-09-30 | $28M | 105k | 264.00 |
| 2022-06-30 | $28M | 104k | 273.02 |
| 2022-03-31 | $36M | 103k | 352.91 |
| 2021-12-31 | $31M | 102k | 299.00 |
| 2021-09-30 | $29M | 106k | 272.94 |
| 2021-06-30 | $30M | 107k | 277.92 |
| 2021-03-31 | $27M | 107k | 255.47 |
| 2020-12-31 | $33M | 142k | 231.87 |
| 2020-09-30 | $30M | 140k | 212.94 |
| 2020-06-30 | $25M | 142k | 178.51 |
| 2020-03-31 | $25M | 137k | 182.83 |
| 2019-12-31 | $39M | 170k | 226.50 |
| 2019-09-30 | $41M | 195k | 208.02 |
| 2019-06-30 | $53M | 253k | 209.90 |
| 2019-03-31 | $51M | 255k | 200.89 |
| 2018-12-31 | $54M | 264k | 204.18 |
| 2018-09-30 | $55M | 264k | 206.57 |
| 2018-06-30 | $48M | 257k | 186.65 |
| 2018-03-31 | $50M | 252k | 199.48 |
| 2017-12-31 | $50M | 251k | 198.22 |
| 2017-09-30 | $45M | 46M | 0.99 |
| 2017-06-30 | $40M | 237k | 169.37 |
| 2017-03-31 | $40M | 237k | 166.68 |
| 2016-12-31 | $39M | 239k | 162.98 |
| 2016-09-30 | $34M | 236k | 144.47 |
| 2016-06-30 | $32M | 224k | 144.79 |
| 2016-03-31 | $31M | 221k | 141.88 |
| 2015-12-31 | $3.7M | 28k | 132.04 |
| 2015-09-30 | $3.6M | 28k | 130.41 |
| 2015-06-30 | $2.3M | 17k | 136.09 |
| 2015-03-31 | $6.0M | 41k | 144.33 |
| 2014-12-31 | $1.7M | 11k | 150.19 |
| 2014-09-30 | $1.6M | 11k | 138.14 |
| 2014-06-30 | $1.5M | 12k | 126.58 |
| 2014-03-31 | $1.5M | 12k | 124.94 |
| 2013-12-31 | $1.3M | 11k | 118.56 |
| 2013-09-30 | $1.4M | 12k | 113.48 |
| 2013-06-30 | $1.3M | 12k | 111.93 |
| 2013-03-31 | $1.2M | 12k | 104.22 |
| 2012-09-30 | $1.1M | 12k | 88.23 |
| 2012-06-30 | $906k | 11k | 83.37 |
| 2011-12-31 | $1.0M | 13k | 76.34 |
| 2011-09-30 | $1.1M | 15k | 71.07 |
| 2011-03-31 | $2.6M | 31k | 83.63 |
| 2010-12-31 | $2.7M | 34k | 80.10 |