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Berkshire Hathaway shares owned by Weatherly Asset Management

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Weatherly Asset Management from 13F filings

Historical chart of Weatherly Asset Management investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Weatherly Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Weatherly Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.9M 8.5k 460.28
2024-06-30 $2.8M 6.9k 406.82
2024-03-31 $2.8M 6.7k 420.54
2023-12-31 $2.3M 6.4k 356.68
2023-09-30 $2.4M 7.0k 350.32
2023-06-30 $2.4M 7.1k 341.02
2023-03-31 $2.2M 7.1k 308.78
2022-12-31 $2.4M 7.8k 308.91
2022-09-30 $2.1M 7.9k 267.02
2022-06-30 $2.2M 8.0k 273.07
2022-03-31 $2.8M 8.0k 352.88
2021-12-31 $2.4M 8.2k 299.01
2021-09-30 $2.5M 9.1k 272.94
2021-06-30 $2.5M 9.1k 277.89
2021-03-31 $2.3M 9.2k 255.47
2020-12-31 $2.2M 9.3k 231.86
2020-09-30 $2.0M 9.4k 212.97
2020-06-30 $1.7M 9.3k 178.47
2020-03-31 $1.7M 9.3k 182.79
2019-12-31 $1.9M 8.5k 226.51
2019-09-30 $1.8M 8.5k 207.98
2019-06-30 $2.2M 10k 213.22
2019-03-31 $2.0M 10k 200.85
2018-12-31 $2.1M 10k 204.22
2018-09-30 $2.2M 10k 214.11
2018-06-30 $1.9M 10k 186.69
2018-03-31 $2.0M 10k 199.48
2017-12-31 $2.0M 10k 198.17
2017-09-30 $1.4M 7.7k 183.35
2017-06-30 $1.2M 7.4k 169.35
2017-03-31 $1.2M 7.4k 166.64
2016-12-31 $1.2M 7.3k 163.02
2016-09-30 $1.1M 7.5k 144.53
2016-06-30 $992k 7.1k 139.19
2016-03-31 $1.0M 7.3k 141.75
2015-12-31 $887k 6.7k 132.03