Berkshire Hathaway shares owned by Wallace Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Wallace Advisory Group
from 13F filings
Historical chart of Wallace Advisory Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Wallace Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $375k | 746 | 502.64 |
| 2025-09-30 | $515k | 1.1k | 485.77 |
| 2025-06-30 | $752k | 1.4k | 532.58 |
| 2025-03-31 | $526k | 1.2k | 453.28 |
| 2024-12-31 | $223k | 484 | 460.26 |
| 2024-06-30 | $206k | 507 | 406.80 |
| 2024-03-31 | $244k | 684 | 356.66 |
| 2023-12-31 | $255k | 729 | 350.30 |
| 2023-09-30 | $250k | 732 | 341.00 |
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