Berkshire Hathaway shares owned by Herold Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 5.8k | 502.78 |
| 2025-06-30 | $2.8M | 5.8k | 485.81 |
| 2025-03-31 | $3.8M | 7.1k | 532.62 |
| 2024-12-31 | $3.6M | 8.0k | 453.31 |
| 2024-09-30 | $3.3M | 7.1k | 460.26 |
| 2024-06-30 | $2.6M | 6.4k | 406.80 |
| 2024-03-31 | $2.5M | 6.0k | 420.52 |
| 2023-12-31 | $1.1M | 3.0k | 356.66 |
| 2023-09-30 | $1.0M | 2.9k | 350.30 |
| 2023-06-30 | $1.0M | 2.9k | 341.00 |
| 2023-03-31 | $773k | 2.5k | 308.77 |
| 2022-12-31 | $911k | 3.0k | 308.90 |
| 2022-09-30 | $787k | 3.0k | 266.78 |
| 2022-06-30 | $778k | 2.9k | 272.98 |
| 2022-03-31 | $1.0M | 2.9k | 352.91 |
| 2021-12-31 | $852k | 2.9k | 298.95 |
| 2021-09-30 | $832k | 3.1k | 272.79 |