Berkshire Hathaway shares owned by Geometric Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Geometric Wealth Advisors
from 13F filings
Historical chart of Geometric Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Geometric Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $510k | 1.1k | 460.26 |
| 2024-03-31 | $466k | 1.1k | 420.52 |
| 2023-12-31 | $396k | 1.1k | 356.66 |
| 2023-09-30 | $401k | 1.1k | 350.30 |
| 2023-06-30 | $288k | 844 | 341.09 |
| 2023-03-31 | $275k | 844 | 326.23 |
| 2022-12-31 | $261k | 844 | 308.90 |
| 2022-09-30 | $236k | 883 | 267.27 |
| 2022-06-30 | $241k | 883 | 272.93 |
| 2022-03-31 | $315k | 892 | 353.14 |
| 2021-12-31 | $264k | 883 | 298.98 |