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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

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All positions including Berkshire Hathaway held by Williams Jones Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Williams Jones Wealth Management

Quarter filed Position value Share count Share price at filing
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