Berkshire Hathaway shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.8M | 12k | 502.74 |
| 2025-06-30 | $5.6M | 12k | 485.77 |
| 2025-03-31 | $6.1M | 12k | 532.58 |
| 2024-12-31 | $5.2M | 12k | 453.28 |
| 2024-09-30 | $5.5M | 12k | 460.26 |
| 2024-06-30 | $4.9M | 12k | 406.80 |
| 2024-03-31 | $5.0M | 12k | 420.52 |
| 2023-12-31 | $4.7M | 13k | 356.66 |
| 2023-09-30 | $4.6M | 13k | 350.30 |
| 2023-06-30 | $4.5M | 13k | 341.00 |
| 2023-03-31 | $4.2M | 14k | 308.77 |
| 2022-12-31 | $4.2M | 14k | 308.90 |
| 2022-09-30 | $3.6M | 14k | 267.00 |
| 2022-06-30 | $3.7M | 14k | 272.99 |
| 2022-03-31 | $4.8M | 14k | 352.95 |
| 2021-12-31 | $4.5M | 15k | 299.02 |
| 2021-09-30 | $4.5M | 16k | 272.94 |
| 2021-06-30 | $4.6M | 16k | 277.93 |
| 2021-03-31 | $4.4M | 17k | 255.46 |
| 2020-12-31 | $4.5M | 20k | 231.88 |
| 2020-09-30 | $6.4M | 30k | 212.93 |
More positions owned by Hillcrest Wealth Advisors - NY
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