Berkshire Hathaway shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $716k | 1.6k | 460.26 |
| 2024-06-30 | $633k | 1.6k | 406.80 |
| 2024-03-31 | $674k | 1.6k | 420.52 |
| 2023-12-31 | $568k | 1.6k | 356.66 |
| 2023-09-30 | $567k | 1.6k | 350.30 |
| 2023-06-30 | $545k | 1.6k | 341.00 |
| 2023-03-31 | $436k | 1.4k | 308.77 |
| 2022-12-31 | $297k | 962 | 308.90 |
| 2022-09-30 | $246k | 921 | 266.87 |
| 2022-06-30 | $217k | 796 | 272.23 |
| 2022-03-31 | $247k | 702 | 352.23 |
| 2021-09-30 | $280k | 1.0k | 274.19 |
| 2021-06-30 | $282k | 1.0k | 279.57 |
| 2021-03-31 | $255k | 988 | 258.06 |
| 2020-12-31 | $243k | 1.0k | 231.87 |