Berkshire Hathaway shares owned by UMA Financial Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 4.1k | 462.72 |
| 2024-06-30 | $1.6M | 3.5k | 438.94 |
| 2024-03-31 | $1.4M | 3.5k | 396.96 |
| 2023-12-31 | $1.3M | 3.6k | 368.09 |
| 2023-09-30 | $1.3M | 3.7k | 345.48 |
| 2023-06-30 | $1.3M | 3.7k | 342.03 |
| 2023-03-31 | $1.2M | 3.6k | 323.12 |
| 2022-12-31 | $1.1M | 3.6k | 311.33 |
| 2022-09-30 | $1.0M | 3.7k | 279.44 |
| 2022-06-30 | $984k | 3.3k | 295.94 |
| 2022-03-31 | $1.1M | 3.3k | 326.79 |
| 2021-12-31 | $1.1M | 3.4k | 319.82 |
| 2021-09-30 | $996k | 3.5k | 284.25 |
| 2021-06-30 | $1.0M | 3.7k | 277.67 |
| 2021-03-31 | $1.0M | 4.0k | 262.71 |
| 2020-12-31 | $962k | 4.0k | 243.48 |
| 2020-09-30 | $915k | 4.5k | 204.24 |
| 2020-06-30 | $960k | 4.5k | 212.67 |
| 2020-03-31 | $896k | 4.8k | 186.51 |
| 2019-12-31 | $705k | 3.1k | 228.45 |
| 2019-09-30 | $686k | 3.1k | 218.96 |