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Berkshire Hathaway shares owned by Safeguard Investment Advisory Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Safeguard Investment Advisory Group from 13F filings

Historical chart of Safeguard Investment Advisory Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Safeguard Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $440k 1.2k 356.66
2023-09-30 $417k 1.2k 350.30
2023-06-30 $405k 1.2k 341.00
2023-03-31 $341k 1.1k 308.77
2022-12-31 $356k 1.2k 308.90
2022-09-30 $300k 1.1k 266.43
2022-06-30 $285k 808 352.72
2022-03-31 $285k 808 352.72
2021-12-31 $217k 726 298.90
2021-09-30 $219k 803 272.73
2021-06-30 $210k 758 277.04
2020-12-31 $143k 618 231.39