Berkshire Hathaway shares owned by AllGen Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by AllGen Financial Advisors
from 13F filings
Historical chart of AllGen Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by AllGen Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $6.8M | 15k | 460.26 |
| 2024-06-30 | $6.3M | 15k | 406.80 |
| 2024-03-31 | $6.2M | 15k | 420.52 |
| 2023-06-30 | $5.4M | 16k | 341.00 |
| 2023-03-31 | $5.0M | 16k | 308.77 |
| 2022-12-31 | $5.1M | 16k | 308.90 |
| 2022-09-30 | $4.4M | 17k | 267.02 |
| 2022-06-30 | $3.9M | 14k | 273.02 |
| 2022-03-31 | $4.6M | 13k | 352.91 |
| 2021-12-31 | $5.2M | 17k | 299.00 |
| 2021-09-30 | $4.7M | 17k | 272.94 |
| 2021-06-30 | $4.5M | 16k | 277.92 |
| 2021-03-31 | $4.4M | 17k | 255.47 |
| 2020-12-31 | $4.7M | 55k | 86.14 |