Berkshire Hathaway shares owned by GoalFusion Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by GoalFusion Wealth Management
from 13F filings
Historical chart of GoalFusion Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by GoalFusion Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $262k | 569 | 460.26 |
| 2024-06-30 | $454k | 1.1k | 406.80 |
| 2024-03-31 | $469k | 1.1k | 420.52 |
| 2023-12-31 | $398k | 1.1k | 356.66 |
| 2023-09-30 | $391k | 1.1k | 350.30 |
| 2023-06-30 | $381k | 1.1k | 341.00 |
| 2023-03-31 | $345k | 1.1k | 308.77 |
| 2022-12-31 | $348k | 1.1k | 311.52 |
| 2022-09-30 | $298k | 1.1k | 267.03 |
| 2022-06-30 | $305k | 1.1k | 273.30 |
| 2022-03-31 | $394k | 1.1k | 353.05 |
| 2021-12-31 | $296k | 1.2k | 255.17 |
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