Berkshire Hathaway shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $12M | 26k | 460.25 |
| 2024-06-30 | $9.1M | 22k | 406.79 |
| 2024-03-31 | $6.1M | 15k | 420.51 |
| 2023-12-31 | $5.1M | 14k | 356.65 |
| 2023-09-30 | $4.4M | 13k | 350.29 |
| 2023-06-30 | $3.7M | 11k | 340.99 |
| 2023-03-31 | $3.4M | 11k | 308.76 |
| 2022-12-31 | $3.3M | 11k | 308.92 |
| 2022-09-30 | $2.7M | 10k | 266.98 |
| 2022-06-30 | $3.6M | 13k | 273.02 |
| 2022-03-31 | $4.6M | 13k | 352.87 |
| 2021-12-31 | $3.6M | 12k | 298.98 |
| 2021-06-30 | $3.0M | 11k | 277.96 |
| 2021-03-31 | $2.5M | 9.9k | 255.47 |
| 2020-12-31 | $2.3M | 9.8k | 231.83 |
| 2020-06-30 | $1.4M | 7.8k | 178.50 |
| 2020-03-31 | $1.3M | 7.3k | 182.86 |
| 2019-12-31 | $1.5M | 6.5k | 226.46 |