Berkshire Hathaway shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $135k | 269 | 502.74 |
| 2025-06-30 | $130k | 267 | 485.77 |
| 2025-03-31 | $150k | 282 | 532.58 |
| 2024-12-31 | $112k | 247 | 453.28 |
| 2024-09-30 | $112k | 243 | 460.26 |
| 2024-06-30 | $78k | 192 | 406.80 |
| 2024-03-31 | $69k | 165 | 420.52 |