Berkshire Hathaway shares owned by GeoWealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.0M | 7.9k | 502.74 |
| 2025-06-30 | $2.3M | 4.7k | 485.77 |
| 2025-03-31 | $4.1M | 7.7k | 532.58 |
| 2024-12-31 | $5.9M | 13k | 453.28 |
| 2024-09-30 | $5.5M | 12k | 460.26 |
| 2024-06-30 | $3.7M | 9.0k | 406.80 |
| 2024-03-31 | $3.1M | 7.5k | 420.52 |
| 2023-09-30 | $295k | 837 | 351.85 |
| 2023-06-30 | $283k | 797 | 354.84 |
| 2023-03-31 | $238k | 771 | 308.69 |
| 2022-12-31 | $275k | 893 | 307.95 |
| 2022-09-30 | $243k | 910 | 267.03 |
| 2022-06-30 | $331k | 1.2k | 273.10 |
| 2022-03-31 | $477k | 1.4k | 352.81 |
| 2021-12-31 | $557k | 1.9k | 298.82 |
| 2021-09-30 | $506k | 1.9k | 272.92 |
| 2021-06-30 | $524k | 1.9k | 278.13 |
| 2021-03-31 | $413k | 1.6k | 255.25 |
| 2020-12-31 | $359k | 1.5k | 232.21 |
| 2020-09-30 | $293k | 1.4k | 209.14 |
| 2020-06-30 | $396k | 2.2k | 178.67 |
| 2019-09-30 | $1.9M | 9.3k | 208.08 |