Berkshire Hathaway shares owned by Worth Financial Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Worth Financial Advisory Group
from 13F filings
Historical chart of Worth Financial Advisory Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Worth Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $413k | 897 | 460.26 |
| 2024-06-30 | $332k | 816 | 406.80 |
| 2024-03-31 | $299k | 711 | 420.52 |
| 2023-12-31 | $257k | 720 | 356.66 |
| 2023-09-30 | $252k | 720 | 350.30 |
| 2023-06-30 | $246k | 720 | 341.00 |
| 2023-03-31 | $224k | 726 | 308.77 |
| 2022-12-31 | $220k | 712 | 308.90 |
More positions owned by Worth Financial Advisory Group
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