Berkshire Hathaway shares owned by Peterson Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Peterson Wealth Advisors
from 13F filings
Historical chart of Peterson Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Peterson Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $457k | 993 | 460.26 |
| 2024-06-30 | $404k | 993 | 406.80 |
| 2024-03-31 | $435k | 1.0k | 420.52 |
| 2023-12-31 | $345k | 967 | 356.66 |
| 2023-09-30 | $275k | 785 | 350.30 |
| 2023-06-30 | $264k | 771 | 342.00 |
| 2023-03-31 | $255k | 825 | 308.77 |
| 2022-12-31 | $256k | 829 | 308.90 |
| 2022-09-30 | $223k | 835 | 267.07 |
| 2022-03-31 | $242k | 686 | 352.77 |
| 2021-12-31 | $315k | 1.1k | 298.58 |