Berkshire Hathaway shares owned by Avaii Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Avaii Wealth Management
from 13F filings
Historical chart of Avaii Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Avaii Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Avaii Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 13k | 502.75 |
| 2025-06-30 | $5.7M | 12k | 485.78 |
| 2025-03-31 | $5.3M | 9.9k | 532.56 |
| 2024-12-31 | $5.1M | 11k | 453.27 |
| 2024-09-30 | $5.1M | 11k | 460.27 |
| 2024-06-30 | $4.2M | 10k | 406.79 |
| 2024-03-31 | $3.6M | 8.5k | 420.51 |
| 2023-12-31 | $353k | 989 | 356.73 |
| 2023-09-30 | $363k | 1.0k | 350.21 |
| 2023-06-30 | $349k | 1.0k | 340.91 |
| 2023-03-31 | $257k | 834 | 308.67 |
| 2022-12-31 | $236k | 765 | 308.73 |