Berkshire Hathaway shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 16k | 460.27 |
| 2024-03-31 | $6.3M | 15k | 420.52 |
| 2023-12-31 | $4.5M | 13k | 356.66 |
| 2022-12-31 | $4.1M | 13k | 308.90 |
| 2022-09-30 | $3.5M | 13k | 266.99 |