Berkshire Hathaway shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $63M | 149k | 420.52 |
| 2023-12-31 | $43M | 119k | 356.66 |
| 2023-09-30 | $40M | 115k | 350.30 |
| 2023-06-30 | $37M | 109k | 341.00 |
| 2023-03-31 | $33M | 107k | 308.77 |
| 2022-12-31 | $32M | 105k | 308.90 |
| 2022-09-30 | $26M | 99k | 267.02 |
| 2022-06-30 | $24M | 88k | 273.02 |
| 2022-03-31 | $30M | 85k | 352.91 |
| 2021-12-31 | $25M | 85k | 299.00 |
| 2021-09-30 | $23M | 84k | 272.94 |
| 2021-03-31 | $25M | 99k | 255.47 |
| 2020-09-30 | $19M | 90k | 212.94 |
| 2020-06-30 | $15M | 84k | 178.51 |
| 2020-03-31 | $13M | 69k | 182.82 |
| 2019-12-31 | $15M | 65k | 226.50 |
| 2019-09-30 | $13M | 65k | 208.02 |
| 2019-06-30 | $14M | 63k | 213.16 |
| 2019-03-31 | $12M | 58k | 200.88 |
| 2018-12-31 | $12M | 57k | 204.18 |
| 2018-09-30 | $11M | 51k | 214.12 |
| 2018-06-30 | $8.8M | 47k | 186.66 |
| 2018-03-31 | $7.7M | 39k | 199.47 |
| 2017-12-31 | $7.3M | 37k | 198.21 |
| 2017-09-30 | $6.9M | 38k | 183.31 |
| 2017-06-30 | $6.2M | 37k | 169.36 |
| 2017-03-31 | $5.7M | 34k | 166.68 |
| 2016-12-31 | $564k | 3.5k | 162.91 |
More positions owned by Steward Partners Investment Advisory
Home Depot (HD)
View all positions for Steward Partners Investment Advisory