Berkshire Hathaway shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by SageView Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.7M | 10k | 460.28 |
| 2024-06-30 | $5.0M | 12k | 406.80 |
| 2024-03-31 | $4.9M | 12k | 420.52 |
| 2023-12-31 | $5.0M | 13k | 387.16 |
| 2023-09-30 | $4.0M | 11k | 350.31 |
| 2023-06-30 | $3.9M | 11k | 340.99 |
| 2023-03-31 | $3.1M | 10k | 308.76 |
| 2022-12-31 | $2.2M | 7.2k | 308.90 |