Berkshire Hathaway shares owned by SVA Plumb Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SVA Plumb Wealth Management
from 13F filings
Historical chart of SVA Plumb Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by SVA Plumb Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $9.1M | 39k | 231.87 |
| 2020-09-30 | $8.1M | 38k | 212.94 |
| 2020-06-30 | $7.7M | 43k | 178.50 |
| 2020-03-31 | $8.0M | 44k | 182.83 |
| 2019-12-31 | $9.3M | 41k | 226.49 |
| 2019-09-30 | $8.9M | 43k | 208.02 |
| 2019-06-30 | $9.3M | 44k | 213.17 |
| 2019-03-31 | $10M | 51k | 200.88 |
| 2018-12-31 | $10M | 49k | 204.18 |
| 2018-09-30 | $10M | 48k | 214.12 |
| 2018-06-30 | $8.4M | 45k | 186.66 |
| 2018-03-31 | $8.1M | 44k | 183.31 |
| 2017-12-31 | $8.7M | 44k | 198.22 |
| 2017-09-30 | $8.1M | 44k | 183.31 |
| 2017-06-30 | $7.1M | 42k | 169.37 |
| 2017-03-31 | $6.7M | 41k | 166.69 |
| 2016-12-31 | $7.1M | 43k | 162.98 |
| 2016-09-30 | $6.2M | 43k | 144.46 |
| 2016-06-30 | $6.2M | 43k | 144.78 |
| 2016-03-31 | $6.0M | 43k | 141.88 |
| 2015-12-31 | $5.2M | 40k | 132.04 |
| 2015-09-30 | $5.0M | 38k | 130.39 |
| 2015-06-30 | $5.0M | 37k | 136.11 |
| 2015-03-31 | $5.2M | 36k | 144.31 |
| 2014-12-31 | $1.1M | 7.6k | 150.12 |
| 2014-09-30 | $1.0M | 7.5k | 138.13 |
| 2014-06-30 | $944k | 7.5k | 126.59 |
| 2014-03-31 | $873k | 7.0k | 124.98 |
| 2013-12-31 | $723k | 6.1k | 118.64 |
More positions owned by SVA Plumb Wealth Management
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