Berkshire Hathaway shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Avitas Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.0M | 9.5k | 420.52 |
| 2023-12-31 | $3.3M | 9.3k | 356.66 |
| 2023-09-30 | $3.2M | 9.0k | 350.30 |
| 2018-09-30 | $239k | 1.1k | 214.54 |