Berkshire Hathaway shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 15 | 754200.00 |
| 2025-06-30 | $10M | 14 | 728800.00 |
| 2025-03-31 | $11M | 14 | 798441.57 |
| 2024-12-31 | $9.5M | 14 | 680920.00 |
| 2024-09-30 | $9.7M | 14 | 691180.00 |
| 2024-06-30 | $8.6M | 14 | 612241.00 |
| 2024-03-31 | $8.6M | 14 | 613420.00 |
| 2023-12-31 | $7.6M | 14 | 542625.00 |
| 2023-09-30 | $7.4M | 14 | 531477.00 |
| 2023-06-30 | $7.2M | 14 | 517810.00 |
| 2023-03-31 | $6.5M | 14 | 465600.00 |
| 2022-12-31 | $6.6M | 14 | 468710.93 |
| 2022-09-30 | $5.7M | 14 | 406500.00 |
| 2022-06-30 | $5.7M | 14 | 408928.57 |
| 2022-03-31 | $7.4M | 14 | 528928.57 |
| 2021-12-31 | $6.3M | 14 | 450642.86 |
| 2021-09-30 | $5.8M | 14 | 411357.14 |
| 2021-06-30 | $5.9M | 14 | 418571.43 |
| 2021-03-31 | $5.0M | 13 | 385692.31 |
| 2020-12-31 | $4.5M | 13 | 347846.15 |
| 2020-09-30 | $5.1M | 16 | 320000.00 |
| 2020-06-30 | $4.0M | 15 | 267333.33 |
| 2020-03-31 | $4.4M | 15 | 290533.33 |
| 2019-12-31 | $5.1M | 15 | 339600.00 |
| 2019-09-30 | $4.7M | 15 | 311800.00 |
| 2019-06-30 | $5.1M | 16 | 318375.00 |
| 2019-03-31 | $4.8M | 16 | 301187.50 |
| 2018-12-31 | $4.9M | 16 | 306000.00 |
| 2018-09-30 | $4.9M | 16 | 307687.50 |
| 2018-06-30 | $5.0M | 16 | 310250.00 |
| 2018-03-31 | $3.9M | 13 | 299076.92 |
| 2017-12-31 | $3.6M | 12 | 297583.33 |
| 2017-09-30 | $3.0M | 11 | 274727.27 |