Berkshire Hathaway shares owned by Wealth Management Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 23k | 460.26 |
| 2024-06-30 | $7.4M | 18k | 406.80 |
| 2024-03-31 | $7.8M | 19k | 420.52 |
| 2023-12-31 | $8.0M | 22k | 356.66 |
| 2023-09-30 | $7.8M | 22k | 350.30 |
| 2023-06-30 | $7.3M | 22k | 341.00 |
| 2023-03-31 | $6.8M | 22k | 308.77 |
| 2022-12-31 | $6.8M | 22k | 308.90 |
| 2022-09-30 | $5.7M | 21k | 267.04 |
| 2022-06-30 | $5.9M | 22k | 273.00 |
| 2022-03-31 | $7.7M | 22k | 352.90 |
| 2021-12-31 | $6.9M | 23k | 299.02 |
| 2021-09-30 | $6.0M | 22k | 272.92 |
| 2021-06-30 | $2.3M | 8.2k | 277.85 |
| 2021-03-31 | $2.2M | 8.7k | 255.51 |
| 2020-12-31 | $2.1M | 8.9k | 231.92 |
| 2020-09-30 | $1.9M | 8.9k | 212.93 |
| 2020-06-30 | $2.5M | 14k | 178.54 |
| 2020-03-31 | $3.7M | 20k | 182.85 |
| 2019-12-31 | $4.7M | 21k | 226.53 |
| 2019-09-30 | $4.3M | 21k | 208.02 |
| 2019-06-30 | $6.7M | 31k | 213.18 |
| 2019-03-31 | $6.0M | 30k | 200.89 |
| 2018-12-31 | $6.4M | 32k | 204.19 |
| 2018-09-30 | $6.5M | 30k | 214.10 |
| 2018-06-30 | $8.5M | 46k | 186.66 |
| 2018-03-31 | $9.4M | 47k | 199.47 |
| 2017-12-31 | $9.7M | 49k | 198.22 |
| 2017-09-30 | $9.0M | 49k | 183.31 |
| 2017-06-30 | $8.4M | 50k | 169.37 |
| 2017-03-31 | $8.4M | 50k | 166.67 |
| 2016-12-31 | $8.3M | 51k | 162.97 |
| 2016-09-30 | $7.5M | 52k | 144.47 |
| 2016-06-30 | $7.7M | 53k | 144.78 |
| 2016-03-31 | $7.6M | 53k | 141.89 |
| 2015-12-31 | $5.3M | 40k | 132.03 |
| 2015-09-30 | $1.9M | 15k | 130.38 |
| 2015-06-30 | $2.2M | 16k | 136.13 |
| 2015-03-31 | $2.5M | 17k | 144.32 |
| 2014-12-31 | $2.6M | 17k | 150.14 |
| 2014-09-30 | $2.4M | 17k | 138.16 |
| 2014-06-30 | $2.2M | 18k | 126.55 |
| 2014-03-31 | $2.1M | 17k | 124.96 |
| 2013-12-31 | $2.0M | 17k | 118.55 |
| 2013-09-30 | $2.0M | 17k | 113.49 |
| 2013-06-30 | $2.0M | 18k | 111.92 |
| 2013-03-31 | $2.6M | 25k | 104.18 |
| 2012-12-31 | $2.2M | 25k | 89.69 |
| 2012-09-30 | $2.2M | 25k | 88.21 |
| 2012-06-30 | $2.1M | 26k | 83.35 |
| 2012-03-31 | $2.1M | 26k | 81.14 |
| 2011-12-31 | $2.0M | 27k | 76.30 |
| 2011-09-30 | $1.9M | 27k | 71.05 |
| 2011-06-30 | $2.1M | 28k | 77.39 |
| 2011-03-31 | $2.4M | 28k | 83.64 |