Berkshire Hathaway shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Amplius Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 5 | 691180.00 |
| 2024-06-30 | $3.1M | 5 | 612241.00 |
| 2024-03-31 | $3.2M | 5 | 634440.00 |
| 2023-12-31 | $2.7M | 5 | 542625.00 |
| 2023-09-30 | $2.7M | 5 | 531477.00 |
| 2023-06-30 | $2.6M | 5 | 517810.00 |
| 2023-03-31 | $2.3M | 5 | 465600.00 |
| 2022-12-31 | $2.3M | 5 | 468711.00 |
| 2022-09-30 | $2.0M | 5 | 406400.00 |
| 2022-06-30 | $408k | 1 | 408000.00 |
| 2022-03-31 | $528k | 1 | 528000.00 |
| 2021-12-31 | $450k | 1 | 450000.00 |