Berkshire Hathaway shares owned by Woodward Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Woodward Financial Advisors
from 13F filings
Historical chart of Woodward Financial Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Woodward Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Woodward Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $1.3M | 2.7k | 474.66 |
| 2025-12-31 | $1.3M | 2.6k | 502.65 |
| 2025-09-30 | $1.3M | 2.7k | 502.74 |
| 2025-06-30 | $1.7M | 3.4k | 485.77 |
| 2025-03-31 | $1.2M | 2.2k | 532.58 |
| 2024-12-31 | $998k | 2.2k | 453.28 |
| 2024-09-30 | $1.2M | 2.6k | 460.26 |
| 2024-06-30 | $1.1M | 2.6k | 405.19 |
| 2024-03-31 | $794k | 1.9k | 420.20 |
| 2023-12-31 | $679k | 1.9k | 356.66 |
| 2023-09-30 | $655k | 1.9k | 350.30 |
| 2023-06-30 | $638k | 1.9k | 341.00 |
| 2023-03-31 | $590k | 1.9k | 308.77 |
| 2022-12-31 | $579k | 1.9k | 308.90 |
| 2022-09-30 | $500k | 1.9k | 267.02 |
| 2022-06-30 | $553k | 2.0k | 273.02 |
| 2022-03-31 | $652k | 1.8k | 352.91 |
| 2021-12-31 | $552k | 1.8k | 299.00 |
More positions owned by Woodward Financial Advisors
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