Berkshire Hathaway shares owned by HBK Sorce Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by HBK Sorce Advisory
from 13F filings
Historical chart of HBK Sorce Advisory investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by HBK Sorce Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by HBK Sorce Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 26k | 460.26 |
| 2024-06-30 | $11M | 26k | 406.80 |
| 2024-03-31 | $11M | 26k | 420.52 |
| 2023-12-31 | $9.1M | 25k | 356.66 |
| 2023-09-30 | $8.9M | 25k | 350.30 |
| 2023-06-30 | $8.6M | 25k | 341.00 |
| 2023-03-31 | $23M | 49k | 467.14 |
| 2022-12-31 | $16M | 51k | 308.90 |
| 2022-09-30 | $6.6M | 25k | 267.01 |
| 2022-06-30 | $5.9M | 22k | 273.04 |
| 2022-03-31 | $8.8M | 25k | 352.92 |
| 2021-12-31 | $8.2M | 28k | 299.02 |
| 2021-09-30 | $7.6M | 28k | 272.95 |
| 2021-06-30 | $7.7M | 28k | 277.93 |
| 2021-03-31 | $6.8M | 27k | 255.48 |
| 2020-12-31 | $5.7M | 25k | 231.87 |
| 2020-09-30 | $5.0M | 24k | 212.93 |
| 2020-06-30 | $4.1M | 23k | 178.50 |
| 2020-03-31 | $4.3M | 23k | 182.84 |
| 2019-12-31 | $5.0M | 22k | 226.51 |
| 2019-09-30 | $4.4M | 21k | 208.03 |
| 2019-06-30 | $4.7M | 22k | 213.17 |
| 2019-03-31 | $4.7M | 23k | 200.91 |
| 2018-12-31 | $4.7M | 23k | 204.19 |
| 2018-09-30 | $5.0M | 23k | 214.11 |
| 2018-06-30 | $4.1M | 22k | 186.65 |
| 2018-03-31 | $4.2M | 21k | 199.49 |
| 2017-12-31 | $4.2M | 21k | 198.24 |
| 2017-09-30 | $3.4M | 18k | 183.33 |
| 2017-06-30 | $3.2M | 19k | 169.38 |
| 2017-03-31 | $3.1M | 19k | 166.66 |
| 2016-12-31 | $2.8M | 18k | 162.98 |
| 2016-09-30 | $2.6M | 38k | 68.98 |
| 2016-06-30 | $2.4M | 16k | 144.81 |
| 2016-03-31 | $2.3M | 16k | 141.91 |
| 2015-12-31 | $1.9M | 15k | 132.07 |
| 2015-09-30 | $1.9M | 14k | 130.37 |
| 2015-06-30 | $1.9M | 14k | 136.08 |
| 2015-03-31 | $2.0M | 14k | 144.30 |
| 2014-12-31 | $2.0M | 13k | 150.15 |
| 2014-09-30 | $1.9M | 14k | 138.17 |
| 2014-06-30 | $1.7M | 13k | 126.55 |
| 2014-03-31 | $1.7M | 14k | 124.98 |
| 2013-12-31 | $1.7M | 14k | 118.56 |
| 2013-09-30 | $1.4M | 12k | 113.54 |
| 2013-06-30 | $1.3M | 12k | 111.94 |
| 2013-03-31 | $1.2M | 11k | 104.20 |
| 2012-12-31 | $1.0M | 11k | 89.73 |
| 2012-09-30 | $1.1M | 13k | 88.20 |
| 2012-06-30 | $1.1M | 13k | 83.33 |
| 2012-03-31 | $1.1M | 13k | 81.16 |
| 2011-12-31 | $992k | 13k | 76.30 |
| 2011-09-30 | $916k | 13k | 71.07 |
| 2011-06-30 | $1.1M | 14k | 77.39 |