Berkshire Hathaway shares owned by San Luis Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by San Luis Wealth Advisors
from 13F filings
Historical chart of San Luis Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by San Luis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $6.7M | 15k | 453.25 |
| 2024-09-30 | $4.9M | 11k | 460.26 |
| 2024-06-30 | $3.9M | 9.5k | 406.79 |
| 2023-12-31 | $2.8M | 7.9k | 356.64 |
| 2023-09-30 | $341k | 973 | 350.46 |
| 2023-06-30 | $326k | 955 | 341.36 |
| 2023-03-31 | $339k | 1.1k | 308.46 |
| 2022-03-31 | $231k | 772 | 299.22 |
| 2021-09-30 | $493k | 1.8k | 272.83 |