Berkshire Hathaway shares owned by Motive Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Motive Wealth Advisors
from 13F filings
Historical chart of Motive Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Motive Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Motive Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.1k | 502.74 |
| 2025-06-30 | $1.0M | 2.1k | 485.77 |
| 2025-03-31 | $1.0M | 1.9k | 532.58 |
| 2024-12-31 | $888k | 2.0k | 453.28 |
| 2024-09-30 | $721k | 1.8k | 406.80 |
| 2024-06-30 | $721k | 1.8k | 406.80 |
| 2024-03-31 | $745k | 1.8k | 420.52 |
| 2023-09-30 | $533k | 1.5k | 350.30 |
| 2023-06-30 | $549k | 1.6k | 341.00 |
| 2023-03-31 | $494k | 1.6k | 308.77 |
| 2022-12-31 | $559k | 1.8k | 308.90 |
| 2022-09-30 | $349k | 1.3k | 267.23 |
| 2022-06-30 | $219k | 803 | 272.73 |
| 2022-03-31 | $290k | 822 | 352.80 |