WITTENBERG INVESTMENT MANAGEMENT, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 14, 2024
Value $
$294M
Signature - Title
Joel B. Wittenberg - President
Location
650 Concord Street, Suite 203, Carlisle, MA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 81 $294M +$14.5M -$18.8M -$4.31M BRKB, AAPL, GOOGL, GOOG, LSXMA 13F-HR 8/13/2024, 06:48 PM
Q1 2024 82 $293M +$11M -$23.9M -$12.9M BRKB, AAPL, GOOGL, GOOG, LSXMA 13F-HR 5/3/2024, 03:02 PM
Q4 2023 80 $288M +$18.7M -$27.8M -$9.16M BRKB, AAPL, GOOG, GOOGL, LSXMA 13F-HR 2/13/2024, 03:58 PM
Q3 2023 83 $273M +$27.1M -$24.9M +$2.24M BRKB, AAPL, GOOG, GOOGL, LSXMA Restatement 2/9/2024, 09:06 AM
Q2 2023 87 $276M +$1.98M -$21.2M -$19.2M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:59 AM
Q1 2023 88 $269M +$10.5M -$3.59M +$6.93M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:56 AM
Q4 2022 83 $246M +$11.3M -$14.8M -$3.55M BRKB, AAPL, GOOG, GOOGL, WFC Restatement 2/9/2024, 08:52 AM
Q3 2022 84 $235M +$40.6M -$6.5M +$34.1M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 11/14/2022, 03:34 PM
Q2 2022 84 $237M +$43.9M -$20M +$23.9M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 8/15/2022, 03:11 PM
Q1 2022 81 $265M +$6.86M -$23.1M -$16.3M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 5/16/2022, 01:05 PM
Q4 2021 78 $275M +$11.2M -$17.4M -$6.13M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 2/14/2022, 09:29 AM
Q3 2021 77 $260M +$10.8M -$694K +$10.1M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 11/5/2021, 11:14 AM
Q2 2021 74 $248M +$15.5M -$7.24M +$8.27M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 8/12/2021, 09:11 AM
Q1 2021 71 $218M +$2.5M -$18.3M -$15.8M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 5/14/2021, 12:19 PM
Q4 2020 71 $205M +$4M -$22.8M -$18.8M BRKB, AAPL, GOOG, GOOGL, WFC 13F-HR 2/12/2021, 01:59 PM
Q3 2020 72 $186M +$22.6M -$8.94M +$13.6M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 11/12/2020, 11:05 AM
Q2 2020 73 $179M +$3.33M -$32.6M -$29.3M BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 8/7/2020, 08:23 PM
Q1 2020 75 $183M +$24.6M -$24.4M +$233K BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 5/14/2020, 01:45 PM
Q4 2019 81 $258M +$7.21M -$7.27M -$64.3K BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 2/14/2020, 11:38 AM
Q3 2019 77 $229M +$14.6M -$21.8M -$7.17M BRKB, AAPL, WFC, GOOG, GOOGL 13F-HR 11/13/2019, 07:03 PM
Q2 2019 80 $234M +$7.16M -$11.4M -$4.26M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 7/23/2019, 09:02 PM
Q1 2019 80 $236M +$8.02M -$6.18M +$1.84M BRKB, AAPL, GOOG, WFC, GOOGL 13F-HR 5/14/2019, 01:41 PM
Q4 2018 81 $212M +$30.5M -$25.3M +$5.15M BRKB, AAPL, GOOG, WFC, RDI 13F-HR 2/12/2019, 01:09 PM
Q3 2018 78 $244M +$9.26M -$23M -$13.8M BRKB, AAPL, GOOG, WFCWS, GOOGL 13F-HR 11/13/2018, 01:35 PM
Q2 2018 78 $237M +$8.71M -$8.8M -$93.6K BRKB, AAPL, WFCWS, GOOG, GOOGL 13F-HR 7/31/2018, 08:08 AM
Q1 2018 79 $232M +$17.2M -$23.6M -$6.4M BRKB, AAPL, WFCWS, GOOG, NYRT 13F-HR 5/14/2018, 11:55 AM
Q4 2017 79 $230M +$8.77M -$19.6M -$10.8M BRKB, AAPL, WFCWS, GOOG, RDI 13F-HR 2/12/2018, 12:45 PM
Q3 2017 81 $232M +$10.9M -$6.51M +$4.36M BRKB, AAPL, NYRT, WFCWS, GOOG 13F-HR 11/13/2017, 03:23 PM
Q2 2017 78 $220M +$16.4M -$6.57M +$9.83M BRKB, AAPL, WFCWS, NYRT, GOOG 13F-HR 8/10/2017, 06:21 PM
Q1 2017 73 $207M +$4.18M -$23.2M -$19M BRKB, AAPL, WFCWS, GOOG, RDI 13F-HR 5/12/2017, 11:50 AM
Q4 2016 78 $220M $0 $0 BRKB, AAPL, WFCWS, RDI, GOOG 13F-HR 2/13/2017, 11:44 AM