Berkshire Hathaway shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $16M | 32k | 502.65 |
| 2025-09-30 | $14M | 28k | 502.74 |
| 2025-06-30 | $9.5M | 20k | 485.77 |
| 2025-03-31 | $10M | 19k | 532.58 |
| 2024-12-31 | $7.6M | 17k | 453.28 |
| 2024-09-30 | $7.2M | 16k | 460.26 |
| 2024-06-30 | $5.8M | 14k | 406.80 |
| 2024-03-31 | $5.9M | 14k | 420.52 |
| 2023-12-31 | $5.8M | 16k | 356.66 |
| 2023-09-30 | $10M | 29k | 350.30 |
| 2023-06-30 | $10M | 29k | 341.00 |
| 2023-03-31 | $9.0M | 29k | 308.77 |
| 2022-12-31 | $8.3M | 27k | 308.90 |
| 2022-09-30 | $4.4M | 16k | 267.00 |
| 2022-06-30 | $2.5M | 9.0k | 272.98 |
| 2022-03-31 | $4.5M | 1.6M | 2.83 |
| 2021-12-31 | $1.1M | 3.8k | 298.84 |
| 2021-09-30 | $731k | 2.7k | 272.66 |
| 2021-06-30 | $719k | 2.6k | 277.82 |
| 2021-03-31 | $660k | 2.6k | 255.22 |
| 2020-12-31 | $591k | 2.6k | 231.76 |