Berkshire Hathaway shares owned by Summit Financial Strategies
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Financial Strategies
from 13F filings
Historical chart of Summit Financial Strategies investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Summit Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 31k | 460.26 |
| 2024-06-30 | $13M | 31k | 406.80 |
| 2024-03-31 | $13M | 32k | 420.52 |
| 2023-09-30 | $12M | 35k | 350.30 |
| 2023-06-30 | $12M | 35k | 341.00 |
| 2023-03-31 | $11M | 36k | 308.77 |
| 2022-12-31 | $11M | 37k | 308.90 |
| 2022-09-30 | $9.8M | 37k | 267.03 |
| 2022-06-30 | $10M | 37k | 273.02 |
| 2022-03-31 | $13M | 37k | 352.92 |
| 2021-12-31 | $11M | 38k | 299.00 |
| 2021-09-30 | $11M | 39k | 272.95 |
| 2021-06-30 | $11M | 40k | 277.92 |
| 2021-03-31 | $8.5M | 33k | 255.46 |
| 2020-12-31 | $8.2M | 35k | 231.87 |
| 2020-09-30 | $7.8M | 37k | 212.93 |
| 2020-06-30 | $6.7M | 38k | 178.50 |
| 2020-03-31 | $6.9M | 38k | 182.84 |
| 2019-12-31 | $8.5M | 38k | 226.50 |
| 2019-09-30 | $8.1M | 39k | 208.03 |
| 2019-06-30 | $8.4M | 40k | 213.16 |
| 2019-03-31 | $8.0M | 41k | 197.85 |
| 2018-12-31 | $8.2M | 40k | 204.19 |
| 2018-09-30 | $8.9M | 42k | 214.10 |
| 2018-06-30 | $7.7M | 41k | 186.65 |
| 2018-03-31 | $8.4M | 42k | 199.49 |
| 2017-12-31 | $7.8M | 39k | 198.20 |
| 2017-09-30 | $208k | 1.1k | 183.42 |
| 2015-12-31 | $5.3M | 40k | 132.03 |
| 2015-03-31 | $322k | 2.2k | 144.14 |
| 2014-12-31 | $6.5M | 43k | 150.16 |
More positions owned by Summit Financial Strategies
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