Berkshire Hathaway shares owned by Investment Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Investment Advisory Group
from 13F filings
Historical chart of Investment Advisory Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 3.4k | 460.26 |
| 2024-06-30 | $1.4M | 3.4k | 406.80 |
| 2024-03-31 | $1.4M | 3.3k | 420.52 |
| 2023-12-31 | $1.1M | 3.2k | 356.66 |
| 2023-09-30 | $1.1M | 3.2k | 350.30 |
| 2023-06-30 | $1.0M | 3.0k | 341.00 |
| 2023-03-31 | $842k | 2.7k | 308.77 |
| 2022-12-31 | $823k | 2.7k | 308.90 |
| 2022-09-30 | $611k | 2.3k | 266.93 |
| 2022-06-30 | $629k | 2.3k | 273.24 |
| 2022-03-31 | $813k | 2.3k | 353.17 |
| 2021-12-31 | $743k | 2.3k | 319.71 |