Berkshire Hathaway shares owned by Independent Advisor Alliance
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independent Advisor Alliance
from 13F filings
Historical chart of Independent Advisor Alliance investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Independent Advisor Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 77k | 420.52 |
| 2023-12-31 | $26M | 73k | 356.66 |
| 2023-09-30 | $25M | 71k | 350.30 |
| 2023-06-30 | $27M | 80k | 341.00 |
| 2023-03-31 | $25M | 82k | 308.77 |
| 2022-12-31 | $25k | 82k | 0.31 |
| 2022-09-30 | $22M | 82k | 267.02 |
| 2022-06-30 | $23M | 83k | 273.02 |
| 2022-03-31 | $27M | 77k | 352.92 |
| 2021-12-31 | $23M | 76k | 299.00 |
| 2021-09-30 | $19M | 71k | 272.94 |
| 2021-06-30 | $19M | 67k | 277.91 |
| 2021-03-31 | $17M | 67k | 255.47 |
| 2020-12-31 | $15M | 63k | 231.87 |
| 2020-09-30 | $13M | 62k | 212.94 |
| 2020-06-30 | $12M | 68k | 178.50 |
| 2020-03-31 | $11M | 62k | 182.83 |
| 2019-12-31 | $13M | 56k | 226.51 |
| 2019-09-30 | $11M | 54k | 208.02 |
| 2019-06-30 | $0 | 51k | 0.00 |
| 2019-03-31 | $9.1M | 45k | 201.05 |
| 2018-12-31 | $5.5M | 27k | 204.19 |
| 2018-09-30 | $4.1M | 19k | 211.93 |
| 2018-06-30 | $3.2M | 17k | 184.64 |
| 2018-03-31 | $4.0M | 21k | 195.04 |
| 2017-12-31 | $3.9M | 19k | 202.76 |
| 2017-09-30 | $2.9M | 15k | 187.48 |
| 2017-06-30 | $2.6M | 15k | 170.26 |
| 2017-03-31 | $2.5M | 15k | 165.86 |
| 2016-12-31 | $1.9M | 12k | 160.25 |
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