Berkshire Hathaway shares owned by Advantage Trust
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Advantage Trust
from 13F filings
Historical chart of Advantage Trust investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Advantage Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Advantage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $843k | 1.7k | 502.65 |
| 2025-09-30 | $1.2M | 2.5k | 502.74 |
| 2025-06-30 | $1.2M | 2.5k | 485.77 |
| 2025-03-31 | $946k | 1.8k | 532.58 |
| 2024-12-31 | $806k | 1.8k | 453.28 |
| 2024-09-30 | $887k | 1.9k | 460.26 |
| 2024-06-30 | $784k | 1.9k | 406.80 |
| 2024-03-31 | $810k | 1.9k | 420.52 |
| 2023-12-31 | $687k | 1.9k | 356.66 |