Berkshire Hathaway shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.1M | 2.5k | 460.26 |
| 2024-06-30 | $868k | 2.1k | 406.80 |
| 2024-03-31 | $830k | 2.0k | 420.52 |
| 2023-12-31 | $751k | 2.1k | 356.74 |
| 2023-09-30 | $758k | 2.2k | 350.37 |
| 2023-06-30 | $737k | 2.2k | 341.07 |
| 2023-03-31 | $542k | 1.8k | 308.70 |
| 2022-12-31 | $542k | 1.8k | 308.83 |
| 2022-09-30 | $474k | 1.8k | 266.74 |
| 2022-06-30 | $631k | 2.3k | 273.04 |
| 2022-03-31 | $947k | 2.7k | 352.83 |
| 2021-12-31 | $794k | 2.7k | 299.06 |
| 2021-09-30 | $484k | 1.8k | 272.98 |
| 2021-06-30 | $492k | 1.8k | 277.65 |
| 2021-03-31 | $242k | 947 | 255.54 |