Berkshire Hathaway shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.1M | 20k | 460.26 |
| 2024-06-30 | $8.3M | 19k | 438.51 |
| 2024-03-31 | $6.5M | 16k | 396.74 |
| 2023-12-31 | $5.1M | 14k | 356.65 |
| 2023-09-30 | $4.5M | 13k | 350.32 |
| 2023-06-30 | $4.2M | 12k | 341.00 |
| 2023-03-31 | $1.0M | 3.3k | 308.71 |
| 2022-12-31 | $744k | 2.4k | 308.90 |
| 2022-09-30 | $633k | 2.4k | 266.90 |
| 2022-06-30 | $539k | 2.0k | 273.03 |
| 2022-03-31 | $517k | 1.5k | 353.20 |
| 2021-12-31 | $430k | 1.4k | 299.02 |
More positions owned by EverSource Wealth Advisors
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