Berkshire Hathaway shares owned by Foster Victor Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Foster Victor Wealth Advisors
from 13F filings
Historical chart of Foster Victor Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Foster Victor Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 32k | 498.75 |
| 2025-06-30 | $14M | 29k | 478.91 |
| 2025-03-31 | $14M | 27k | 524.11 |
| 2024-12-31 | $14M | 29k | 467.95 |
| 2024-09-30 | $13M | 29k | 455.90 |
| 2024-06-30 | $12M | 28k | 438.90 |
| 2024-03-31 | $1.5M | 3.8k | 407.61 |
| 2023-12-31 | $1.4M | 3.8k | 368.18 |
| 2023-09-30 | $1.2M | 3.4k | 346.34 |
| 2023-06-30 | $1.2M | 3.5k | 341.56 |
| 2023-03-31 | $1.3M | 4.1k | 309.07 |
| 2022-12-31 | $1.3M | 3.9k | 318.69 |
| 2022-09-30 | $1.1M | 3.9k | 276.34 |
| 2022-06-30 | $922k | 3.3k | 275.64 |
| 2022-03-31 | $1.2M | 3.5k | 344.59 |
| 2021-12-31 | $1.0M | 3.2k | 320.50 |
| 2021-09-30 | $554k | 2.0k | 273.04 |
| 2021-06-30 | $362k | 1.3k | 278.25 |
| 2021-03-31 | $349k | 1.3k | 267.23 |
| 2020-12-31 | $308k | 1.3k | 231.58 |
| 2020-09-30 | $499k | 2.3k | 212.97 |
| 2020-06-30 | $709k | 4.0k | 178.50 |
| 2020-03-31 | $412k | 2.2k | 183.68 |
| 2019-12-31 | $565k | 2.5k | 226.00 |
| 2019-09-30 | $521k | 2.5k | 207.24 |
| 2019-06-30 | $354k | 1.6k | 215.07 |
| 2019-03-31 | $331k | 1.6k | 201.09 |
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