Berkshire Hathaway shares owned by Powell Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Powell Investment Advisors
from 13F filings
Historical chart of Powell Investment Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Powell Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Powell Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 5.2k | 502.74 |
| 2025-06-30 | $2.6M | 5.3k | 485.77 |
| 2025-03-31 | $2.6M | 4.8k | 532.58 |
| 2024-12-31 | $2.2M | 4.8k | 453.28 |
| 2024-09-30 | $2.2M | 4.8k | 460.26 |
| 2024-06-30 | $1.9M | 4.6k | 406.80 |
| 2024-03-31 | $1.9M | 4.4k | 420.52 |
| 2023-12-31 | $1.5M | 4.2k | 356.66 |
| 2023-09-30 | $1.5M | 4.2k | 350.30 |
| 2023-06-30 | $1.4M | 4.2k | 341.00 |
| 2023-03-31 | $1.3M | 4.2k | 308.77 |
| 2022-12-31 | $1.3M | 4.2k | 308.90 |
| 2022-09-30 | $1.1M | 4.2k | 266.95 |
| 2022-06-30 | $1.1M | 4.2k | 272.95 |
| 2022-03-31 | $943k | 2.7k | 353.05 |
| 2021-12-31 | $525k | 1.8k | 299.15 |
| 2021-09-30 | $479k | 1.8k | 272.93 |
| 2021-06-30 | $488k | 1.8k | 278.06 |
| 2021-03-31 | $539k | 2.1k | 255.33 |
| 2020-12-31 | $489k | 2.1k | 231.64 |
| 2020-09-30 | $450k | 2.1k | 213.17 |
| 2020-06-30 | $377k | 2.1k | 178.59 |
| 2020-03-31 | $344k | 1.9k | 182.88 |
| 2019-12-31 | $426k | 1.9k | 226.48 |
More positions owned by Powell Investment Advisors
View all positions for Powell Investment Advisors