Berkshire Hathaway shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Valeo Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $51M | 299k | 169.88 |
| 2023-12-31 | $43M | 290k | 148.50 |
| 2023-09-30 | $41M | 285k | 144.57 |
| 2023-06-30 | $40M | 274k | 145.95 |
| 2023-03-31 | $36M | 275k | 132.32 |
| 2022-12-31 | $35M | 271k | 130.04 |
| 2022-09-30 | $29M | 266k | 109.74 |
| 2022-06-30 | $29M | 185k | 154.34 |
| 2022-03-31 | $38M | 188k | 201.83 |
| 2021-12-31 | $32M | 186k | 169.47 |
| 2021-09-30 | $29M | 185k | 154.42 |
| 2021-06-30 | $29M | 185k | 157.16 |
| 2021-03-31 | $27M | 184k | 143.97 |
| 2020-12-31 | $23M | 342k | 68.02 |
| 2020-09-30 | $20M | 92k | 212.94 |
| 2020-06-30 | $16M | 87k | 178.51 |
| 2020-03-31 | $17M | 88k | 193.80 |
| 2019-12-31 | $18M | 79k | 226.50 |
| 2019-09-30 | $17M | 79k | 208.02 |
| 2019-06-30 | $17M | 79k | 213.17 |
| 2019-03-31 | $16M | 77k | 200.90 |
| 2018-12-31 | $16M | 76k | 204.17 |
| 2018-09-30 | $15M | 75k | 205.20 |
| 2018-06-30 | $13M | 65k | 205.24 |
| 2018-03-31 | $11M | 55k | 199.49 |
| 2017-12-31 | $11M | 54k | 198.23 |
| 2017-09-30 | $8.2M | 45k | 183.33 |