Berkshire Hathaway shares owned by Up Strategic Wealth Investment Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Up Strategic Wealth Investment Advisors
from 13F filings
Historical chart of Up Strategic Wealth Investment Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Up Strategic Wealth Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $641k | 1.3k | 496.39 |
| 2025-06-30 | $672k | 1.4k | 485.77 |
| 2025-03-31 | $737k | 1.4k | 532.58 |
| 2024-12-31 | $497k | 1.1k | 453.28 |
| 2024-09-30 | $231k | 501 | 460.26 |
More positions owned by Up Strategic Wealth Investment Advisors
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