Berkshire Hathaway shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 6.0k | 502.74 |
| 2025-06-30 | $2.9M | 5.9k | 485.77 |
| 2025-03-31 | $3.1M | 5.7k | 532.58 |
| 2024-12-31 | $2.7M | 5.9k | 453.28 |
| 2024-09-30 | $2.7M | 5.9k | 460.26 |
| 2024-06-30 | $2.4M | 6.0k | 406.80 |
| 2024-03-31 | $2.4M | 5.8k | 420.52 |
| 2023-12-31 | $2.2M | 6.2k | 356.66 |
| 2023-09-30 | $2.1M | 6.1k | 350.30 |
| 2023-06-30 | $2.2M | 6.4k | 341.00 |
| 2023-03-31 | $2.0M | 6.4k | 308.75 |
| 2022-12-31 | $2.1M | 6.9k | 308.90 |
| 2022-09-30 | $1.9M | 7.0k | 267.03 |
| 2022-06-30 | $2.8M | 10k | 272.98 |
| 2022-03-31 | $632k | 1.8k | 352.88 |
| 2021-12-31 | $519k | 1.7k | 299.14 |
| 2021-09-30 | $501k | 1.8k | 273.02 |
| 2021-06-30 | $292k | 1.1k | 277.57 |
| 2021-03-31 | $211k | 827 | 255.14 |
| 2020-12-31 | $239k | 1.0k | 232.04 |