Berkshire Hathaway shares owned by Primoris Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Primoris Wealth Advisors
from 13F filings
Historical chart of Primoris Wealth Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Primoris Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Primoris Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $491k | 917 | 535.52 |
| 2024-06-30 | $444k | 1.1k | 406.79 |
| 2024-03-31 | $656k | 1.6k | 408.97 |
| 2023-12-31 | $521k | 1.5k | 356.66 |
| 2023-09-30 | $495k | 1.4k | 350.30 |
| 2023-06-30 | $472k | 1.4k | 341.00 |
| 2023-03-31 | $644k | 2.1k | 308.77 |
| 2022-12-31 | $623k | 2.4k | 257.80 |
| 2022-09-30 | $646k | 2.4k | 267.72 |
| 2022-06-30 | $694k | 2.5k | 272.69 |