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 |
|---|---|---|---|
| 2024-09-30 | $16M | 34k | 460.26 |
| 2024-06-30 | $10M | 25k | 406.80 |
| 2024-03-31 | $7.7M | 18k | 420.52 |
| 2023-12-31 | $5.7M | 16k | 356.66 |
| 2023-09-30 | $5.5M | 16k | 350.30 |
| 2023-06-30 | $5.2M | 15k | 341.00 |
| 2023-03-31 | $5.3M | 17k | 308.77 |
| 2022-12-31 | $4.7M | 15k | 308.89 |
| 2022-09-30 | $4.0M | 15k | 267.02 |
| 2022-06-30 | $3.3M | 12k | 273.02 |
| 2022-03-31 | $4.3M | 12k | 352.91 |
| 2021-12-31 | $3.3M | 11k | 299.00 |
| 2021-09-30 | $2.9M | 11k | 272.94 |
| 2021-06-30 | $838k | 3.0k | 277.92 |