Berkshire Hathaway shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $691k | 1 | 691180.00 |
| 2024-06-30 | $612k | 1 | 612241.00 |
| 2024-03-31 | $634k | 1 | 634440.00 |
| 2023-12-31 | $543k | 1 | 542625.00 |
| 2023-09-30 | $532k | 1 | 531477.00 |
| 2023-06-30 | $518k | 1 | 517810.00 |
| 2023-03-31 | $466k | 1 | 465600.00 |
| 2022-12-31 | $469k | 1 | 468711.00 |
| 2022-09-30 | $406k | 1 | 406000.00 |
| 2022-06-30 | $409k | 1 | 409000.00 |
| 2022-03-31 | $529k | 1 | 529000.00 |
| 2021-12-31 | $451k | 1 | 451000.00 |
| 2021-09-30 | $411k | 1 | 411000.00 |
| 2021-06-30 | $419k | 1 | 419000.00 |
| 2021-03-31 | $386k | 1 | 386000.00 |
| 2020-12-31 | $348k | 1 | 348000.00 |