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Berkshire Hathaway shares owned by Astoria Strategic Wealth

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Astoria Strategic Wealth from 13F filings

Historical chart of Astoria Strategic Wealth investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Astoria Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Astoria Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $363k 864 420.52
2023-12-31 $308k 864 356.66
2023-09-30 $303k 864 350.30
2023-06-30 $295k 864 341.00
2023-03-31 $267k 864 308.77

More positions owned by Astoria Strategic Wealth

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Astoria Strategic Wealth

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway