Berkshire Hathaway shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.6M | 6.1k | 420.52 |
| 2023-12-31 | $2.2M | 6.3k | 356.66 |
| 2023-09-30 | $2.4M | 6.7k | 350.30 |
| 2023-06-30 | $2.2M | 6.5k | 341.00 |
| 2023-03-31 | $2.0M | 6.6k | 308.77 |
| 2022-12-31 | $2.0M | 6.4k | 308.90 |
| 2022-09-30 | $1.7M | 6.4k | 266.98 |
| 2022-06-30 | $1.8M | 6.6k | 273.25 |
| 2022-03-31 | $2.2M | 6.1k | 352.90 |
| 2021-12-31 | $1.9M | 6.4k | 298.94 |
| 2021-09-30 | $1.7M | 6.1k | 272.62 |
| 2021-06-30 | $1.7M | 6.3k | 277.89 |
| 2021-03-31 | $1.6M | 6.2k | 255.52 |
| 2020-12-31 | $1.4M | 6.2k | 231.94 |