Berkshire Hathaway shares owned by Independence Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Independence Wealth Advisors
from 13F filings
Historical chart of Independence Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Independence Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-12-31 | $348k | 1.5k | 232.00 |
| 2020-09-30 | $319k | 1.5k | 212.67 |
| 2020-06-30 | $268k | 1.5k | 178.67 |
| 2020-03-31 | $274k | 1.5k | 182.67 |
| 2019-12-31 | $340k | 1.5k | 226.67 |
| 2019-09-30 | $312k | 1.5k | 208.00 |
| 2019-06-30 | $320k | 1.5k | 213.33 |
| 2019-03-31 | $301k | 1.5k | 200.67 |
| 2018-12-31 | $337k | 1.7k | 204.24 |
| 2018-09-30 | $353k | 1.7k | 213.94 |
| 2018-06-30 | $307k | 1.7k | 186.06 |
| 2018-03-31 | $329k | 1.7k | 199.39 |
| 2017-12-31 | $327k | 1.7k | 198.18 |
More positions owned by Independence Wealth Advisors
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