Berkshire Hathaway shares owned by Guardian Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Guardian Wealth Advisors
from 13F filings
Historical chart of Guardian Wealth Advisors investment in Berkshire Hathaway
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $265k | 629 | 420.52 |
2023-12-31 | $232k | 649 | 356.66 |
2023-09-30 | $229k | 654 | 350.30 |
2023-06-30 | $230k | 674 | 341.00 |
2023-03-31 | $208k | 674 | 308.77 |
2022-12-31 | $208k | 674 | 308.90 |
2022-09-30 | $4.7M | 18k | 266.99 |
2022-03-31 | $231k | 654 | 353.21 |
2021-12-31 | $210k | 704 | 298.30 |
2021-06-30 | $210k | 756 | 277.78 |
2021-03-31 | $4.8M | 19k | 255.46 |