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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

Jan 2022Jul 2022Jan 2023Jul 2023Jan 2024Jul 202402M4M6M8M05k10k15k20k
Value ($)Share countHistorical BRK.B position of EverSource Wealth Advisors Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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