Berkshire Hathaway shares owned by Wambolt & Associates
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wambolt & Associates
from 13F filings
Historical chart of Wambolt & Associates investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wambolt & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.2M | 16k | 457.43 |
| 2024-03-31 | $5.7M | 14k | 420.21 |
| 2023-12-31 | $3.9M | 11k | 356.67 |
| 2023-09-30 | $3.6M | 10k | 348.08 |
| 2023-06-30 | $3.2M | 9.5k | 341.00 |
| 2023-03-31 | $2.9M | 9.2k | 310.31 |
| 2022-12-31 | $2.9M | 9.4k | 308.90 |
| 2022-09-30 | $2.4M | 8.8k | 266.99 |
| 2022-06-30 | $2.4M | 8.7k | 273.06 |
| 2022-03-31 | $2.8M | 8.1k | 351.87 |
| 2021-12-31 | $1.3M | 4.5k | 298.96 |
| 2021-09-30 | $1.3M | 4.7k | 275.68 |
| 2021-06-30 | $1.3M | 4.5k | 280.25 |
| 2021-03-31 | $1.2M | 4.6k | 258.11 |
| 2020-12-31 | $1.1M | 4.7k | 231.79 |
| 2020-09-30 | $1000k | 4.7k | 212.99 |
| 2020-06-30 | $844k | 4.7k | 178.47 |
| 2020-03-31 | $806k | 4.4k | 182.85 |
| 2019-12-31 | $996k | 4.4k | 226.57 |
| 2019-09-30 | $861k | 4.1k | 208.07 |
| 2019-06-30 | $928k | 4.4k | 213.19 |
| 2019-03-31 | $1.1M | 5.6k | 204.97 |
| 2018-12-31 | $957k | 4.7k | 204.09 |