Berkshire Hathaway shares owned by Heritage Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Heritage Trust
from 13F filings
Historical chart of Heritage Trust investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by Heritage Trust
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.5M | 6 | 422960.00 |
2023-12-31 | $2.2M | 6 | 361750.33 |
2023-09-30 | $2.1M | 6 | 354318.33 |
2023-06-30 | $2.1M | 6 | 345206.67 |
2023-03-31 | $1.9M | 6 | 310400.00 |
2022-12-31 | $1.9M | 6 | 312473.67 |
2022-09-30 | $1.6M | 6 | 271000.00 |
2022-06-30 | $1.6M | 6 | 272666.67 |
2022-03-31 | $2.1M | 6 | 352666.67 |
2021-12-31 | $1.8M | 6 | 300500.00 |
2021-09-30 | $1.6M | 6 | 274333.33 |
2021-06-30 | $1.7M | 6 | 279000.00 |
2021-03-31 | $1.5M | 6 | 257166.67 |
2020-12-31 | $1.4M | 6 | 231833.33 |
2020-09-30 | $1.3M | 6 | 213333.33 |
2020-06-30 | $1.1M | 6 | 178166.67 |
2020-03-31 | $1.1M | 4 | 272000.00 |
2019-12-31 | $1.4M | 4 | 339500.00 |
2019-09-30 | $1.2M | 4 | 311750.00 |
2019-06-30 | $1.3M | 4 | 318250.00 |
2019-03-31 | $1.2M | 4 | 301250.00 |
2018-12-31 | $1.2M | 4 | 306000.00 |
2018-09-30 | $640k | 2 | 320000.00 |
2018-06-30 | $564k | 2 | 282000.00 |
2018-03-31 | $598k | 2 | 299000.00 |
2017-12-31 | $893k | 3 | 297666.67 |
2017-09-30 | $824k | 3 | 274666.67 |
2017-06-30 | $764k | 3 | 254666.67 |
2017-03-31 | $750k | 3 | 250000.00 |