Berkshire Hathaway shares owned by West Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $175k | 386 | 453.28 |
| 2024-09-30 | $132k | 286 | 460.26 |
| 2024-06-30 | $116k | 286 | 406.80 |
| 2024-03-31 | $120k | 286 | 420.52 |
| 2023-12-31 | $93k | 261 | 356.66 |
| 2023-09-30 | $91k | 261 | 350.30 |
| 2023-06-30 | $89k | 261 | 341.00 |
| 2023-03-31 | $226k | 732 | 308.77 |
| 2022-12-31 | $81k | 261 | 308.90 |
| 2022-09-30 | $70k | 261 | 268.20 |