Berkshire Hathaway shares owned by Medallion Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Medallion Wealth Advisors
from 13F filings
Historical chart of Medallion Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Medallion Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $439k | 917 | 479.20 |
| 2025-12-31 | $463k | 921 | 502.65 |
| 2025-09-30 | $429k | 854 | 502.75 |
| 2025-06-30 | $418k | 854 | 489.60 |
| 2025-03-31 | $455k | 854 | 533.00 |
| 2024-12-31 | $384k | 847 | 453.28 |