Berkshire Hathaway shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.3M | 2.9k | 460.26 |
| 2024-06-30 | $1.2M | 2.9k | 406.80 |
| 2024-03-31 | $1.5M | 3.5k | 420.52 |
| 2023-12-31 | $1.2M | 3.2k | 356.66 |
| 2023-09-30 | $1.1M | 3.1k | 350.30 |
| 2023-06-30 | $1.1M | 3.1k | 341.00 |
| 2023-03-31 | $938k | 3.0k | 308.77 |
| 2022-12-31 | $960k | 3.1k | 308.90 |
| 2022-09-30 | $697k | 2.6k | 267.05 |
| 2022-06-30 | $749k | 2.7k | 272.86 |
| 2022-03-31 | $1.1M | 3.2k | 352.96 |
| 2021-12-31 | $955k | 3.2k | 299.00 |
| 2021-09-30 | $644k | 2.4k | 273.00 |
| 2021-06-30 | $624k | 2.4k | 255.42 |
| 2021-03-31 | $624k | 2.4k | 255.42 |
| 2020-12-31 | $367k | 1.6k | 231.98 |