Berkshire Hathaway shares owned by Waddell & Associates
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $5.1M | 12k | 420.52 |
| 2023-09-30 | $5.1M | 15k | 350.30 |
| 2023-06-30 | $4.9M | 15k | 341.00 |
| 2023-03-31 | $4.5M | 15k | 308.77 |
| 2022-12-31 | $4.9M | 16k | 308.90 |
| 2022-09-30 | $4.5M | 17k | 267.03 |
| 2022-06-30 | $4.7M | 17k | 273.01 |
| 2022-03-31 | $5.4M | 15k | 352.93 |
| 2021-12-31 | $4.5M | 15k | 298.99 |
| 2021-09-30 | $4.0M | 15k | 272.92 |
| 2021-06-30 | $2.3M | 8.3k | 277.88 |