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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

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Quarterly reported holdings in Berkshire Hathaway by Avaii Wealth Management

Quarter filed Position value Share count Share price at filing
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