Berkshire Hathaway shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $711k | 1.5k | 460.26 |
| 2024-06-30 | $560k | 1.4k | 406.80 |
| 2024-03-31 | $579k | 1.4k | 420.52 |
| 2023-12-31 | $524k | 1.5k | 356.66 |
| 2023-09-30 | $514k | 1.5k | 350.30 |
| 2023-06-30 | $575k | 1.7k | 341.00 |
| 2023-03-31 | $458k | 1.5k | 308.77 |
| 2022-12-31 | $452k | 1.5k | 308.90 |
| 2022-09-30 | $417k | 1.6k | 266.97 |
| 2022-06-30 | $400k | 1.5k | 273.04 |
| 2022-03-31 | $327k | 927 | 352.75 |
| 2021-12-31 | $433k | 1.4k | 299.03 |
| 2021-09-30 | $335k | 1.2k | 273.02 |
| 2021-06-30 | $339k | 1.2k | 277.64 |
| 2021-03-31 | $312k | 1.2k | 255.53 |
| 2020-12-31 | $235k | 1.0k | 232.21 |
| 2018-12-31 | $1.0M | 509 | 2041.26 |