Berkshire Hathaway shares owned by Avondale Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Avondale Wealth Management
from 13F filings
Historical chart of Avondale Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Avondale Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $422k | 840 | 502.74 |
| 2025-06-30 | $726k | 1.5k | 485.77 |
| 2025-03-31 | $589k | 1.1k | 532.58 |
| 2024-12-31 | $456k | 1.0k | 453.28 |
| 2024-09-30 | $437k | 950 | 460.26 |
| 2024-06-30 | $448k | 1.1k | 406.80 |
| 2024-03-31 | $347k | 825 | 420.52 |
| 2023-12-31 | $223k | 625 | 356.66 |
| 2023-09-30 | $219k | 625 | 350.30 |
| 2023-06-30 | $264k | 775 | 341.00 |
| 2023-03-31 | $255k | 825 | 308.77 |
| 2022-12-31 | $294k | 950 | 308.90 |
| 2022-09-30 | $227k | 850 | 267.06 |
| 2022-06-30 | $348k | 1.3k | 272.94 |
| 2022-03-31 | $335k | 950 | 352.63 |
| 2021-12-31 | $239k | 800 | 298.75 |
| 2021-09-30 | $150k | 550 | 272.73 |
| 2021-06-30 | $153k | 550 | 278.18 |
| 2021-03-31 | $89k | 350 | 254.29 |
| 2020-12-31 | $35k | 150 | 233.33 |
| 2020-09-30 | $32k | 150 | 213.33 |
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