Berkshire Hathaway shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $54M | 131k | 406.80 |
| 2024-03-31 | $54M | 128k | 420.52 |
| 2023-12-31 | $44M | 125k | 356.66 |
| 2023-09-30 | $46M | 131k | 350.30 |
| 2023-06-30 | $44M | 129k | 341.00 |
| 2023-03-31 | $40M | 128k | 308.77 |
| 2022-12-31 | $38M | 123k | 308.90 |
| 2022-09-30 | $32M | 118k | 267.02 |
| 2022-06-30 | $30M | 110k | 273.02 |
| 2022-03-31 | $39M | 111k | 352.91 |
| 2021-12-31 | $31M | 105k | 299.00 |
| 2021-09-30 | $25M | 90k | 272.94 |
| 2021-06-30 | $25M | 89k | 277.92 |
| 2021-03-31 | $21M | 81k | 255.47 |
| 2020-12-31 | $16M | 70k | 231.87 |
| 2020-09-30 | $13M | 62k | 212.94 |
| 2020-06-30 | $11M | 1.3k | 8854.67 |
| 2020-03-31 | $7.1M | 39k | 182.83 |
| 2019-12-31 | $6.5M | 29k | 226.50 |
| 2019-09-30 | $5.5M | 26k | 208.01 |
| 2019-06-30 | $4.9M | 23k | 213.17 |
| 2019-03-31 | $4.3M | 22k | 200.89 |
| 2018-12-31 | $3.7M | 18k | 204.13 |
| 2018-09-30 | $3.8M | 18k | 214.09 |
| 2018-06-30 | $3.1M | 17k | 186.71 |
| 2018-03-31 | $3.3M | 16k | 199.41 |
| 2017-12-31 | $3.1M | 16k | 198.42 |
| 2017-09-30 | $2.6M | 14k | 183.02 |
| 2017-06-30 | $2.3M | 14k | 169.45 |
| 2017-03-31 | $2.2M | 13k | 167.06 |
| 2016-12-31 | $2.0M | 12k | 162.98 |
| 2016-09-30 | $1.7M | 12k | 144.28 |
| 2016-06-30 | $1.7M | 12k | 144.45 |
| 2016-03-31 | $1.3M | 9.3k | 141.78 |
| 2015-12-31 | $1.1M | 8.7k | 132.01 |
| 2015-09-30 | $1.2M | 8.9k | 130.45 |
| 2015-06-30 | $1.2M | 8.6k | 135.87 |
| 2015-03-31 | $1.2M | 8.6k | 144.25 |
| 2014-12-31 | $1.2M | 7.9k | 150.21 |
| 2014-09-30 | $829k | 6.0k | 138.07 |
| 2014-06-30 | $761k | 6.0k | 126.75 |
| 2014-03-31 | $749k | 6.0k | 124.75 |
| 2013-12-31 | $712k | 6.0k | 118.59 |