Berkshire Hathaway shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $14M | 54k | 267.01 |
| 2022-06-30 | $11M | 41k | 279.27 |
| 2022-03-31 | $14M | 39k | 352.42 |
| 2021-12-31 | $9.6M | 32k | 300.78 |
| 2021-09-30 | $9.6M | 35k | 272.94 |
| 2021-06-30 | $10M | 37k | 277.93 |
| 2021-03-31 | $9.5M | 37k | 255.46 |
| 2020-12-31 | $9.9M | 43k | 231.87 |
| 2020-09-30 | $11M | 52k | 212.94 |
| 2020-06-30 | $10M | 59k | 177.96 |
| 2020-03-31 | $9.2M | 52k | 175.95 |
| 2019-12-31 | $11M | 47k | 226.49 |
| 2019-09-30 | $10M | 48k | 206.70 |
| 2019-06-30 | $11M | 50k | 214.15 |
| 2019-03-31 | $10M | 50k | 204.73 |
| 2018-12-31 | $9.7M | 50k | 195.84 |
| 2018-06-30 | $3.8M | 21k | 186.61 |
| 2018-03-31 | $24M | 119k | 199.48 |
| 2017-12-31 | $3.8M | 21k | 183.32 |
| 2017-09-30 | $3.8M | 21k | 183.32 |
| 2017-06-30 | $3.6M | 21k | 169.33 |
| 2017-03-31 | $600k | 3.6k | 166.67 |
| 2016-12-31 | $3.5M | 21k | 162.97 |
| 2016-09-30 | $9.3M | 64k | 144.47 |
| 2016-06-30 | $1.6M | 11k | 144.80 |
| 2016-03-31 | $1.5M | 11k | 141.92 |
| 2015-09-30 | $1.8M | 14k | 130.39 |
| 2015-06-30 | $1.6M | 12k | 136.11 |
| 2015-03-31 | $1.9M | 12k | 154.79 |
| 2014-12-31 | $1.7M | 12k | 150.15 |