Berkshire Hathaway shares owned by Arbor Trust Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Arbor Trust Wealth Advisors
from 13F filings
Historical chart of Arbor Trust Wealth Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Arbor Trust Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Arbor Trust Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $573k | 1.1k | 502.74 |
| 2025-06-30 | $619k | 1.3k | 485.77 |
| 2025-03-31 | $679k | 1.3k | 532.58 |
| 2024-12-31 | $581k | 1.3k | 453.28 |
| 2024-09-30 | $530k | 1.3k | 406.80 |
| 2024-06-30 | $530k | 1.3k | 406.80 |
| 2024-03-31 | $507k | 1.2k | 409.11 |
| 2023-12-31 | $406k | 1.1k | 356.66 |
| 2023-09-30 | $522k | 1.5k | 350.30 |
| 2023-06-30 | $530k | 1.6k | 341.00 |
| 2023-03-31 | $767k | 2.5k | 308.77 |
| 2022-12-31 | $250k | 808 | 308.90 |
| 2022-09-30 | $214k | 808 | 264.85 |
| 2022-06-30 | $221k | 808 | 273.51 |
| 2022-03-31 | $283k | 802 | 352.87 |
| 2021-12-31 | $255k | 852 | 299.30 |
| 2021-09-30 | $236k | 866 | 272.52 |
| 2021-06-30 | $237k | 852 | 278.17 |
| 2021-03-31 | $219k | 852 | 257.04 |
| 2019-12-31 | $421k | 1.9k | 226.71 |
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