Berkshire Hathaway shares owned by Venturi Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Venturi Wealth Management
from 13F filings
Historical chart of Venturi Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Venturi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 6.2k | 453.23 |
| 2024-09-30 | $2.5M | 5.4k | 460.26 |
| 2024-06-30 | $2.1M | 5.1k | 406.80 |
| 2024-03-31 | $1.5M | 3.6k | 420.52 |
| 2023-12-31 | $1.1M | 3.2k | 356.66 |
| 2023-09-30 | $2.1M | 5.9k | 350.30 |
| 2023-06-30 | $2.0M | 5.8k | 341.00 |
| 2023-03-31 | $3.2M | 10k | 308.77 |
| 2022-12-31 | $3.1M | 10k | 308.90 |
| 2022-09-30 | $795k | 3.0k | 266.81 |
| 2022-06-30 | $762k | 2.8k | 273.12 |
| 2022-03-31 | $985k | 2.8k | 353.05 |
| 2021-12-31 | $369k | 1.2k | 299.27 |
| 2021-09-30 | $456k | 1.7k | 273.22 |
| 2021-06-30 | $679k | 2.4k | 277.82 |
| 2021-03-31 | $624k | 2.4k | 255.32 |
| 2020-12-31 | $567k | 2.4k | 232.00 |
| 2020-09-30 | $540k | 2.5k | 212.77 |
| 2020-06-30 | $488k | 2.7k | 178.56 |
| 2020-03-31 | $894k | 4.9k | 182.90 |
| 2019-12-31 | $1.1M | 5.0k | 226.56 |
| 2019-09-30 | $956k | 4.6k | 208.05 |
| 2019-06-30 | $1.3M | 6.3k | 213.14 |
| 2019-03-31 | $1.2M | 6.1k | 205.00 |
| 2018-12-31 | $1.2M | 6.0k | 191.73 |
| 2018-09-30 | $294k | 1.4k | 214.76 |
| 2018-06-30 | $286k | 1.4k | 208.91 |
| 2018-03-31 | $273k | 1.4k | 199.42 |
| 2017-12-31 | $279k | 1.4k | 198.29 |
| 2017-09-30 | $269k | 1.4k | 185.65 |
| 2017-06-30 | $232k | 1.4k | 169.47 |
| 2017-03-31 | $227k | 1.4k | 164.14 |
| 2016-12-31 | $231k | 1.4k | 162.79 |
| 2016-09-30 | $205k | 1.4k | 144.47 |
| 2016-03-31 | $241k | 1.7k | 142.10 |