Berkshire Hathaway shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Berkshire Hathaway
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Download as csvQuarterly reported holdings in Berkshire Hathaway by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $606k | 1.2k | 485.77 |
| 2025-03-31 | $242k | 454 | 532.58 |
| 2024-12-31 | $226k | 498 | 453.28 |
| 2024-09-30 | $239k | 520 | 460.26 |
| 2024-06-30 | $237k | 583 | 406.80 |
| 2024-03-31 | $1.2M | 2.8k | 420.52 |
| 2023-12-31 | $1.4M | 4.0k | 356.66 |
| 2023-09-30 | $4.9k | 14 | 350.29 |
| 2023-06-30 | $4.8k | 14 | 341.00 |
| 2023-03-31 | $4.3k | 14 | 308.79 |
| 2022-09-30 | $1.0k | 5 | 200.00 |
| 2022-06-30 | $1.0k | 5 | 200.00 |
| 2022-03-31 | $822k | 2.3k | 352.94 |
| 2021-12-31 | $4.0k | 15 | 266.67 |
| 2021-09-30 | $54k | 199 | 271.36 |
| 2021-06-30 | $58k | 208 | 278.85 |
| 2021-03-31 | $2.0k | 6 | 333.33 |
| 2020-12-31 | $1.0k | 6 | 166.67 |
| 2020-09-30 | $1.0k | 6 | 166.67 |
| 2020-06-30 | $3.0k | 18 | 166.67 |
| 2018-06-30 | $3.5M | 18k | 199.50 |
| 2018-03-31 | $3.6M | 18k | 199.49 |
| 2017-09-30 | $287k | 1.6k | 183.62 |
| 2014-12-31 | $2.9M | 19k | 150.14 |
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