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Berkshire Hathaway shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.4M 24k 356.67
2023-09-30 $7.6M 22k 350.29
2023-06-30 $7.4M 22k 341.00
2023-03-31 $6.1M 20k 308.76
2022-12-31 $9.8M 32k 308.89
2022-09-30 $9.0M 34k 267.01
2022-06-30 $8.7M 32k 273.00
2022-03-31 $8.0M 23k 349.02
2021-12-31 $5.6M 19k 297.86
2021-09-30 $6.1M 22k 272.95
2021-06-30 $5.3M 19k 276.87
2021-03-31 $2.7M 11k 255.54
2020-12-31 $2.4M 10k 231.91
2020-09-30 $2.5M 12k 212.98
2020-06-30 $1.5M 8.5k 178.58
2020-03-31 $2.0M 11k 182.85
2019-12-31 $2.9M 13k 226.53
2019-09-30 $3.3M 16k 207.96
2019-06-30 $3.5M 16k 213.21
2019-03-31 $3.4M 17k 200.90
2018-12-31 $3.5M 17k 204.20