Berkshire Hathaway shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $33M | 68k | 485.40 |
| 2025-03-31 | $65M | 121k | 532.58 |
| 2024-12-31 | $65M | 143k | 453.28 |
| 2024-09-30 | $71M | 155k | 460.26 |
| 2024-06-30 | $63M | 154k | 406.80 |
| 2024-03-31 | $66M | 156k | 420.53 |
| 2023-12-31 | $53M | 147k | 356.66 |
| 2023-09-30 | $51M | 144k | 350.30 |
| 2023-06-30 | $48M | 141k | 341.00 |
| 2023-03-31 | $42M | 137k | 308.77 |
| 2022-12-31 | $44M | 142k | 308.90 |
| 2022-09-30 | $38M | 142k | 267.02 |
| 2022-06-30 | $36M | 131k | 273.01 |
| 2022-03-31 | $36M | 101k | 352.94 |