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Berkshire Hathaway shares owned by Smith & Howard Wealth Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Smith & Howard Wealth Management from 13F filings

Historical chart of Smith & Howard Wealth Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Smith & Howard Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.5M 11k 420.52
2023-12-31 $4.4M 12k 356.66
2023-09-30 $4.8M 14k 350.30
2023-06-30 $5.4M 16k 341.00
2023-03-31 $6.0M 19k 308.77
2022-12-31 $6.2M 20k 308.90
2022-09-30 $6.0M 22k 267.02
2022-06-30 $5.8M 21k 273.02
2022-03-31 $7.8M 22k 352.92
2021-12-31 $6.8M 23k 298.98
2021-09-30 $6.8M 25k 272.94
2021-06-30 $7.0M 25k 277.93
2021-03-31 $7.3M 29k 255.49
2020-12-31 $6.7M 29k 231.86
2020-09-30 $6.6M 31k 212.95
2020-06-30 $5.5M 31k 178.52
2020-03-31 $5.8M 32k 182.84
2019-12-31 $7.9M 35k 226.51
2019-09-30 $7.5M 36k 208.03
2019-06-30 $8.0M 38k 213.16
2019-03-31 $8.0M 40k 200.89
2018-12-31 $8.1M 40k 204.17
2018-09-30 $9.3M 43k 214.12
2018-06-30 $9.0M 48k 186.65
2018-03-31 $9.6M 48k 199.48
2017-12-31 $10M 53k 198.22
2017-09-30 $9.7M 53k 183.32
2017-06-30 $9.3M 55k 169.37
2017-03-31 $10M 62k 166.68
2016-12-31 $10M 62k 162.97
2016-09-30 $11M 77k 144.47
2016-06-30 $15M 101k 144.79
2016-03-31 $19M 136k 141.88
2015-12-31 $17M 131k 132.04
2015-09-30 $17M 131k 130.40
2015-06-30 $18M 133k 136.11
2015-03-31 $19M 134k 144.32
2014-12-31 $19M 125k 150.15
2014-09-30 $17M 123k 138.14
2014-06-30 $15M 121k 126.56
2014-03-31 $15M 118k 124.97
2011-12-31 $7.7M 101k 76.30

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway