Berkshire Hathaway shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.8M | 6.0k | 460.26 |
| 2024-06-30 | $2.4M | 6.0k | 406.80 |
| 2024-03-31 | $2.0M | 4.8k | 420.52 |
| 2023-12-31 | $1.7M | 4.8k | 356.66 |
| 2023-09-30 | $1.7M | 4.8k | 350.30 |
| 2023-06-30 | $1.6M | 4.8k | 341.00 |
| 2023-03-31 | $884k | 2.9k | 308.77 |
| 2022-12-31 | $476k | 1.5k | 308.90 |
| 2022-09-30 | $474k | 1.8k | 266.74 |
| 2022-06-30 | $424k | 1.6k | 273.02 |
| 2022-03-31 | $531k | 1.5k | 352.82 |
| 2021-12-31 | $450k | 1.5k | 299.20 |
| 2021-09-30 | $323k | 1.2k | 272.80 |
| 2021-06-30 | $322k | 1.2k | 277.59 |
| 2021-03-31 | $296k | 1.2k | 255.17 |
| 2019-12-31 | $934k | 4.1k | 226.59 |