Berkshire Hathaway shares owned by Burt Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Burt Wealth Advisors
from 13F filings
Historical chart of Burt Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.1k | 502.74 |
| 2024-06-30 | $2.2M | 5.5k | 406.80 |
| 2023-12-31 | $1.9M | 5.4k | 356.66 |
| 2021-09-30 | $1.6M | 6.0k | 272.94 |
| 2021-03-31 | $1.6M | 6.2k | 255.44 |
| 2020-12-31 | $1.3M | 5.5k | 231.88 |
| 2020-09-30 | $1.3M | 6.0k | 212.98 |
| 2020-06-30 | $1.1M | 6.0k | 178.52 |
| 2020-03-31 | $1.0M | 5.7k | 182.81 |
| 2019-12-31 | $1.3M | 5.7k | 226.58 |
| 2019-09-30 | $1.2M | 5.7k | 208.02 |
| 2019-06-30 | $1.2M | 5.7k | 213.24 |
| 2019-03-31 | $1.2M | 5.7k | 200.87 |
| 2018-12-31 | $1.2M | 5.7k | 204.17 |
| 2018-09-30 | $1.2M | 5.4k | 214.19 |
| 2018-06-30 | $1.0M | 5.4k | 186.66 |
| 2018-03-31 | $780k | 3.9k | 199.44 |
| 2017-12-31 | $763k | 3.8k | 198.34 |
| 2017-09-30 | $618k | 3.4k | 183.38 |
| 2017-06-30 | $689k | 4.1k | 169.29 |
| 2017-03-31 | $548k | 3.3k | 166.57 |
| 2016-12-31 | $675k | 4.1k | 163.04 |