Berkshire Hathaway shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $900k | 2.0k | 460.26 |
| 2024-06-30 | $871k | 2.1k | 406.80 |
| 2024-03-31 | $898k | 2.1k | 420.52 |
| 2023-12-31 | $738k | 2.1k | 356.66 |
| 2023-09-30 | $716k | 2.0k | 350.30 |
| 2023-06-30 | $737k | 2.2k | 341.00 |
| 2023-03-31 | $606k | 2.0k | 308.77 |
| 2022-12-31 | $582k | 1.9k | 308.90 |
| 2022-09-30 | $503k | 1.9k | 267.41 |
| 2022-06-30 | $526k | 1.9k | 273.10 |
| 2022-03-31 | $611k | 1.7k | 352.77 |
| 2021-12-31 | $518k | 1.7k | 299.08 |
| 2021-09-30 | $500k | 1.8k | 272.93 |
| 2021-06-30 | $509k | 1.8k | 277.84 |
| 2021-03-31 | $457k | 1.8k | 255.45 |
| 2020-12-31 | $562k | 2.4k | 231.75 |
| 2020-09-30 | $516k | 2.4k | 212.78 |
| 2020-06-30 | $433k | 2.4k | 178.56 |
| 2020-03-31 | $443k | 2.4k | 182.68 |
| 2019-12-31 | $566k | 2.5k | 226.40 |
More positions owned by Sugarloaf Wealth Management
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