Berkshire Hathaway shares owned by Summit Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 3.1k | 420.52 |
| 2023-12-31 | $1.1M | 3.1k | 356.66 |
| 2023-09-30 | $1.1M | 3.1k | 350.30 |
| 2023-06-30 | $1.1M | 3.1k | 341.00 |
| 2023-03-31 | $958k | 3.1k | 308.77 |
| 2022-12-31 | $958k | 3.1k | 308.83 |
| 2022-09-30 | $828k | 3.1k | 266.92 |
| 2022-06-30 | $847k | 3.1k | 273.05 |
| 2022-03-31 | $1.1M | 3.2k | 352.96 |
| 2021-12-31 | $946k | 3.2k | 299.01 |
| 2021-09-30 | $864k | 3.2k | 273.03 |
| 2021-06-30 | $880k | 3.2k | 277.96 |
| 2021-03-31 | $821k | 3.2k | 255.34 |
| 2020-12-31 | $757k | 3.3k | 231.85 |
| 2020-09-30 | $695k | 3.3k | 213.06 |
| 2020-06-30 | $583k | 3.3k | 178.66 |
| 2020-03-31 | $597k | 3.3k | 182.80 |
| 2019-12-31 | $739k | 3.3k | 226.43 |
| 2019-09-30 | $716k | 3.4k | 208.14 |
| 2019-06-30 | $1.2M | 5.6k | 213.11 |
| 2019-03-31 | $1.1M | 5.7k | 200.89 |
| 2018-12-31 | $1.2M | 5.7k | 204.11 |
| 2018-09-30 | $1.2M | 5.7k | 214.13 |
| 2018-06-30 | $1.1M | 5.7k | 186.58 |
| 2018-03-31 | $1.1M | 5.7k | 199.46 |
| 2017-12-31 | $1.1M | 5.7k | 198.21 |
| 2017-09-30 | $1.2M | 6.6k | 183.35 |
| 2017-06-30 | $975k | 5.8k | 169.30 |