Berkshire Hathaway shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $127M | 275k | 460.26 |
| 2024-06-30 | $112M | 274k | 406.80 |
| 2024-03-31 | $115M | 274k | 420.52 |
| 2023-09-30 | $92M | 262k | 350.30 |
| 2023-06-30 | $87M | 254k | 341.00 |
| 2023-03-31 | $78M | 254k | 308.77 |
| 2022-12-31 | $79M | 255k | 308.90 |
| 2022-09-30 | $68M | 256k | 267.02 |
| 2022-06-30 | $70M | 256k | 273.02 |
| 2022-03-31 | $82M | 232k | 352.91 |
| 2021-12-31 | $66M | 220k | 299.00 |
| 2021-09-30 | $58M | 214k | 272.94 |
| 2021-06-30 | $60M | 217k | 277.92 |
| 2021-03-31 | $56M | 218k | 255.47 |
| 2020-12-31 | $61M | 264k | 231.87 |
| 2020-09-30 | $59M | 276k | 212.94 |
| 2020-06-30 | $51M | 285k | 178.51 |
| 2020-03-31 | $61M | 333k | 182.83 |
| 2019-12-31 | $76M | 333k | 226.50 |
| 2019-09-30 | $69M | 331k | 208.02 |
More positions owned by Williams Jones Wealth Management
View all positions for Williams Jones Wealth Management