Berkshire Hathaway shares owned by Sowell Financial Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $29M | 59k | 502.74 |
| 2025-06-30 | $27M | 56k | 485.77 |
| 2025-03-31 | $30M | 56k | 532.58 |
| 2024-12-31 | $26M | 56k | 453.28 |
| 2024-09-30 | $31M | 68k | 460.26 |
| 2024-06-30 | $26M | 65k | 406.80 |
| 2024-03-31 | $28M | 65k | 420.53 |
| 2023-12-31 | $24M | 67k | 356.66 |
| 2023-09-30 | $23M | 67k | 350.30 |
| 2023-06-30 | $22M | 65k | 340.99 |
| 2023-03-31 | $18M | 59k | 308.77 |
| 2022-12-31 | $20M | 64k | 308.90 |
| 2021-12-31 | $16M | 52k | 299.00 |
| 2021-09-30 | $14M | 52k | 272.94 |
| 2021-06-30 | $16M | 56k | 277.92 |
| 2021-03-31 | $21M | 73k | 289.71 |
| 2020-12-31 | $16M | 70k | 231.87 |
| 2020-09-30 | $15M | 70k | 212.93 |
| 2020-06-30 | $11M | 64k | 178.50 |
| 2020-03-31 | $12M | 64k | 182.82 |
| 2019-12-31 | $13M | 57k | 226.50 |
| 2019-09-30 | $11M | 52k | 208.03 |
| 2019-03-31 | $9.5M | 47k | 200.89 |
| 2018-12-31 | $8.1M | 40k | 204.17 |
| 2018-06-30 | $3.1M | 15k | 205.18 |
| 2018-03-31 | $2.4M | 13k | 193.30 |
| 2017-12-31 | $2.3M | 11k | 213.18 |
| 2017-09-30 | $2.3M | 13k | 187.15 |
| 2017-06-30 | $2.3M | 13k | 176.40 |
| 2017-03-31 | $3.6M | 22k | 164.93 |
| 2016-12-31 | $3.0M | 18k | 166.95 |