Berkshire Hathaway shares owned by Polaris Wealth Advisers
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Polaris Wealth Advisers
from 13F filings
Historical chart of Polaris Wealth Advisers investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Polaris Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $19M | 54k | 350.30 |
| 2023-06-30 | $16M | 46k | 341.00 |
| 2023-03-31 | $16M | 50k | 308.77 |
| 2022-12-31 | $8.2M | 26k | 320.37 |
| 2022-09-30 | $792k | 3.0k | 266.94 |
| 2022-06-30 | $837k | 3.1k | 272.91 |
| 2022-03-31 | $1.1M | 3.1k | 346.59 |
| 2021-12-31 | $917k | 3.1k | 298.99 |
| 2021-09-30 | $854k | 3.0k | 283.06 |
| 2021-06-30 | $786k | 2.8k | 280.11 |
| 2021-03-31 | $808k | 3.0k | 265.96 |
| 2020-12-31 | $690k | 2.9k | 234.06 |
| 2020-09-30 | $626k | 2.9k | 212.35 |
| 2020-06-30 | $562k | 3.2k | 177.85 |
| 2020-03-31 | $614k | 3.4k | 182.74 |
| 2019-12-31 | $795k | 3.5k | 229.77 |
| 2019-09-30 | $712k | 3.5k | 203.20 |
| 2019-06-30 | $654k | 3.0k | 214.64 |
| 2019-03-31 | $627k | 3.1k | 205.10 |
| 2018-12-31 | $638k | 3.1k | 204.03 |
| 2018-09-30 | $6.9M | 32k | 214.10 |
| 2018-06-30 | $19k | 97 | 195.88 |
| 2018-03-31 | $875k | 4.4k | 199.59 |
| 2017-12-31 | $878k | 4.4k | 198.19 |
| 2017-09-30 | $818k | 4.5k | 183.41 |
| 2017-06-30 | $764k | 4.5k | 169.40 |
| 2017-03-31 | $750k | 4.5k | 166.74 |
| 2016-12-31 | $577k | 3.5k | 163.09 |
| 2016-09-30 | $475k | 3.3k | 144.46 |
| 2016-06-30 | $469k | 3.2k | 144.84 |
| 2016-03-31 | $399k | 2.8k | 141.99 |
| 2015-12-31 | $384k | 2.9k | 131.96 |
| 2015-09-30 | $254k | 2.0k | 130.26 |
| 2015-03-31 | $285k | 2.0k | 144.30 |
| 2014-03-31 | $419k | 3.4k | 125.07 |
| 2013-12-31 | $397k | 3.4k | 118.51 |
| 2013-09-30 | $377k | 3.3k | 113.51 |
| 2013-06-30 | $372k | 3.3k | 111.92 |