Berkshire Hathaway shares owned by Roberts Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Roberts Wealth Advisors
from 13F filings
Historical chart of Roberts Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Roberts Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $203k | 403 | 502.75 |
| 2025-03-31 | $225k | 423 | 532.58 |
| 2024-12-31 | $221k | 482 | 458.51 |
| 2024-09-30 | $278k | 612 | 453.81 |
| 2024-06-30 | $233k | 567 | 410.51 |
| 2024-03-31 | $295k | 737 | 400.26 |
| 2023-09-30 | $385k | 1.1k | 346.23 |
| 2023-06-30 | $385k | 1.1k | 341.00 |
| 2023-03-31 | $437k | 1.4k | 309.07 |
| 2022-12-31 | $443k | 1.4k | 309.91 |
| 2022-09-30 | $405k | 1.5k | 276.64 |
| 2022-06-30 | $411k | 1.5k | 280.74 |
| 2022-03-31 | $515k | 1.5k | 351.78 |
| 2021-12-31 | $440k | 1.5k | 300.55 |
| 2021-09-30 | $401k | 1.5k | 272.97 |