Berkshire Hathaway shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 3.8k | 460.26 |
| 2024-06-30 | $1.5M | 3.8k | 406.80 |
| 2024-03-31 | $1.6M | 3.8k | 420.52 |
| 2023-12-31 | $1.4M | 3.8k | 356.66 |
| 2023-09-30 | $1.3M | 3.8k | 350.30 |
| 2023-06-30 | $1.3M | 3.8k | 341.00 |
| 2023-03-31 | $1.1M | 3.7k | 308.77 |
| 2022-12-31 | $1.2M | 3.8k | 308.90 |
| 2022-09-30 | $1.1M | 4.1k | 267.08 |
| 2022-06-30 | $1.1M | 4.1k | 273.02 |
| 2022-03-31 | $1.6M | 4.4k | 352.90 |
| 2021-12-31 | $1.3M | 4.4k | 299.08 |
| 2021-09-30 | $1.2M | 4.3k | 272.83 |
| 2021-06-30 | $1.8M | 6.6k | 277.97 |
| 2021-03-31 | $2.0M | 8.0k | 255.49 |
| 2020-12-31 | $1.9M | 8.1k | 231.87 |
| 2020-09-30 | $1.6M | 7.5k | 212.96 |
| 2020-06-30 | $1.3M | 7.5k | 178.50 |
| 2020-03-31 | $1.4M | 7.8k | 182.88 |
| 2019-12-31 | $1.2M | 5.4k | 226.55 |
| 2019-09-30 | $1.1M | 5.4k | 208.05 |
| 2019-06-30 | $1.1M | 5.4k | 213.14 |
| 2019-03-31 | $1.1M | 5.5k | 200.83 |
| 2018-12-31 | $1.1M | 5.2k | 204.19 |
| 2018-09-30 | $1.1M | 5.0k | 214.05 |
| 2018-06-30 | $1.1M | 6.1k | 186.57 |
| 2018-03-31 | $1.3M | 6.4k | 199.47 |
| 2017-12-31 | $1.4M | 7.1k | 198.25 |
| 2017-09-30 | $1.3M | 7.0k | 183.38 |
| 2017-06-30 | $1.2M | 7.0k | 169.30 |
| 2017-03-31 | $1.1M | 6.8k | 166.62 |
| 2016-12-31 | $828k | 5.1k | 162.93 |
| 2016-09-30 | $734k | 5.1k | 144.43 |
| 2016-06-30 | $840k | 5.8k | 144.83 |
| 2016-03-31 | $823k | 5.8k | 141.90 |
| 2015-12-31 | $667k | 5.1k | 132.08 |
| 2015-09-30 | $567k | 4.4k | 130.34 |
| 2015-03-31 | $548k | 3.8k | 144.21 |
| 2014-12-31 | $528k | 3.5k | 150.21 |
| 2014-09-30 | $513k | 3.7k | 138.09 |
| 2014-06-30 | $462k | 3.7k | 124.86 |
| 2014-03-31 | $462k | 3.7k | 124.86 |
| 2013-12-31 | $439k | 3.7k | 118.65 |
| 2013-09-30 | $420k | 3.7k | 113.51 |
| 2011-12-31 | $347k | 4.6k | 76.26 |
| 2011-09-30 | $369k | 5.2k | 70.96 |
| 2011-06-30 | $447k | 5.4k | 83.55 |
| 2011-03-31 | $447k | 5.4k | 83.55 |
| 2010-12-31 | $381k | 4.8k | 80.21 |
More positions owned by Optimum Investment Advisors
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