Berkshire Hathaway shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 24k | 460.26 |
| 2024-06-30 | $9.7M | 24k | 406.80 |
| 2024-03-31 | $10M | 25k | 420.52 |
| 2023-12-31 | $8.8M | 25k | 356.66 |
| 2023-09-30 | $8.9M | 25k | 350.30 |
| 2023-06-30 | $8.7M | 26k | 341.00 |
| 2023-03-31 | $8.0M | 26k | 308.77 |
| 2022-12-31 | $8.0M | 26k | 308.90 |
| 2022-09-30 | $6.9M | 26k | 267.01 |
| 2022-06-30 | $7.0M | 26k | 273.01 |
| 2022-03-31 | $9.1M | 26k | 352.91 |
| 2021-12-31 | $7.4M | 25k | 299.98 |
| 2021-09-30 | $6.7M | 25k | 272.91 |
| 2021-06-30 | $6.6M | 24k | 277.92 |
| 2021-03-31 | $6.5M | 26k | 255.46 |
| 2020-12-31 | $6.5M | 27k | 239.90 |