Berkshire Hathaway shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Berkshire Hathaway
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $3.0M | 8.3k | 356.66 |
2023-09-30 | $1.3M | 3.8k | 350.30 |
2023-06-30 | $1.3M | 3.7k | 341.00 |
2023-03-31 | $1.2M | 4.0k | 308.77 |
2022-12-31 | $1.2M | 4.0k | 308.90 |
2022-09-30 | $953k | 3.6k | 267.02 |
2022-06-30 | $947k | 3.5k | 273.07 |
2022-03-31 | $875k | 2.5k | 353.11 |
2021-12-31 | $2.2M | 7.3k | 299.02 |
2021-09-30 | $933k | 3.4k | 272.89 |
2021-06-30 | $742k | 2.7k | 277.90 |
2021-03-31 | $682k | 2.7k | 255.43 |
2020-12-31 | $619k | 2.7k | 231.84 |