Berkshire Hathaway shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.5k | 502.74 |
| 2025-06-30 | $1.2M | 2.5k | 485.77 |
| 2025-03-31 | $920k | 1.7k | 532.58 |
| 2024-12-31 | $557k | 1.2k | 453.28 |
| 2024-09-30 | $565k | 1.2k | 460.26 |
| 2024-06-30 | $500k | 1.2k | 406.80 |
| 2024-03-31 | $516k | 1.2k | 420.52 |
| 2023-12-31 | $379k | 1.2k | 308.90 |
| 2023-09-30 | $430k | 1.2k | 350.30 |
| 2023-06-30 | $419k | 1.2k | 341.00 |
| 2023-03-31 | $379k | 1.2k | 308.77 |
| 2022-12-31 | $379k | 1.2k | 308.90 |
| 2022-09-30 | $332k | 1.2k | 267.02 |
| 2022-06-30 | $339k | 1.2k | 273.02 |
| 2022-03-31 | $527k | 1.5k | 352.91 |
| 2021-12-31 | $446k | 1.5k | 299.00 |
| 2021-09-30 | $407k | 1.5k | 272.94 |
| 2021-06-30 | $410k | 1.5k | 277.92 |
| 2021-03-31 | $377k | 1.5k | 255.47 |
| 2019-12-31 | $281k | 1.2k | 226.50 |
| 2019-09-30 | $251k | 1.2k | 208.02 |
| 2019-06-30 | $252k | 1.2k | 213.17 |
More positions owned by Financial Synergies Wealth Advisors
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