Berkshire Hathaway shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 7 | 691180.00 |
| 2024-06-30 | $4.3M | 7 | 612241.00 |
| 2024-03-31 | $4.4M | 7 | 634440.00 |
| 2023-12-31 | $3.8M | 7 | 542625.00 |
| 2023-09-30 | $3.7M | 7 | 531477.00 |
| 2023-06-30 | $3.6M | 7 | 517810.00 |
| 2023-03-31 | $3.3M | 7 | 465600.00 |
| 2022-12-31 | $3.3M | 7 | 468711.00 |
| 2022-09-30 | $2.8M | 7 | 406428.57 |
| 2022-06-30 | $2.9M | 7 | 408857.14 |
| 2022-03-31 | $3.7M | 7 | 528857.14 |
| 2021-09-30 | $2.9M | 7 | 411285.71 |
| 2021-06-30 | $2.9M | 7 | 418571.43 |
| 2021-03-31 | $385k | 1 | 385000.00 |
| 2020-12-31 | $361k | 1 | 361000.00 |