Berkshire Hathaway shares owned by Benchmark Financial Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Benchmark Financial Wealth Advisors
from 13F filings
Historical chart of Benchmark Financial Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Benchmark Financial Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $819k | 1.8k | 460.30 |
| 2024-06-30 | $617k | 1.5k | 406.80 |
| 2024-03-31 | $659k | 1.6k | 420.52 |
| 2023-12-31 | $529k | 1.5k | 356.73 |
| 2023-09-30 | $501k | 1.4k | 350.37 |
| 2023-06-30 | $494k | 1.4k | 341.07 |
| 2023-03-31 | $436k | 1.4k | 308.83 |
| 2022-12-31 | $431k | 1.4k | 308.96 |
| 2022-09-30 | $351k | 1.3k | 266.72 |
| 2022-06-30 | $290k | 1.1k | 273.07 |
| 2022-03-31 | $350k | 992 | 352.82 |
| 2021-12-31 | $292k | 976 | 299.18 |
| 2021-09-30 | $255k | 936 | 272.44 |
| 2021-06-30 | $249k | 897 | 277.59 |
| 2021-03-31 | $208k | 815 | 255.21 |
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