Berkshire Hathaway shares owned by Regal Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Regal Investment Advisors
from 13F filings
Historical chart of Regal Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Regal Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 17k | 460.25 |
| 2024-06-30 | $8.0M | 20k | 406.80 |
| 2024-03-31 | $8.1M | 19k | 420.52 |
| 2023-09-30 | $5.0M | 14k | 350.30 |
| 2023-06-30 | $4.6M | 13k | 341.00 |
| 2023-03-31 | $4.2M | 14k | 308.77 |
| 2022-12-31 | $3.7M | 12k | 308.89 |
| 2022-09-30 | $3.2M | 12k | 266.97 |
| 2022-06-30 | $3.3M | 12k | 273.01 |
| 2022-03-31 | $4.1M | 12k | 352.93 |
| 2021-12-31 | $4.0M | 13k | 299.01 |
| 2021-09-30 | $3.7M | 14k | 272.94 |
| 2021-06-30 | $3.4M | 12k | 277.96 |
| 2020-12-31 | $2.5M | 11k | 231.89 |
| 2019-12-31 | $349k | 1.5k | 226.62 |
| 2019-09-30 | $334k | 1.6k | 207.71 |
| 2019-06-30 | $478k | 2.2k | 213.20 |
| 2019-03-31 | $443k | 2.2k | 200.72 |
| 2018-12-31 | $723k | 3.5k | 204.18 |
| 2018-09-30 | $872k | 4.1k | 214.20 |
| 2018-06-30 | $320k | 1.7k | 186.59 |
| 2018-03-31 | $3.0M | 15k | 199.48 |
| 2017-12-31 | $2.9M | 15k | 198.19 |
| 2017-09-30 | $3.0M | 16k | 183.32 |
| 2017-06-30 | $3.2M | 19k | 169.36 |
| 2017-03-31 | $3.4M | 21k | 166.67 |
| 2016-12-31 | $3.6M | 22k | 162.97 |
| 2016-09-30 | $3.2M | 23k | 144.46 |
| 2016-06-30 | $3.7M | 25k | 144.73 |
| 2016-03-31 | $4.0M | 28k | 142.01 |
| 2015-12-31 | $3.8M | 29k | 132.03 |
| 2015-09-30 | $3.4M | 26k | 130.36 |
| 2015-06-30 | $3.6M | 26k | 136.07 |
| 2015-03-31 | $3.6M | 25k | 144.31 |
| 2014-12-31 | $3.5M | 24k | 150.16 |
| 2014-09-30 | $3.7M | 27k | 138.15 |
| 2014-06-30 | $3.2M | 26k | 126.56 |
| 2014-03-31 | $792k | 6.3k | 124.96 |
| 2013-12-31 | $722k | 6.1k | 118.54 |
| 2013-09-30 | $687k | 6.1k | 113.46 |
| 2013-06-30 | $701k | 6.3k | 111.86 |