Berkshire Hathaway shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 5.8k | 460.26 |
| 2024-06-30 | $2.2M | 5.5k | 406.80 |
| 2024-03-31 | $2.6M | 6.3k | 420.52 |
| 2023-12-31 | $2.3M | 6.5k | 356.66 |
| 2023-09-30 | $2.1M | 6.0k | 350.30 |
| 2023-06-30 | $2.1M | 6.1k | 341.00 |
| 2023-03-31 | $1.9M | 6.3k | 308.74 |
| 2022-12-31 | $2.0M | 6.4k | 308.90 |
| 2022-09-30 | $1.4M | 5.2k | 266.97 |
| 2022-06-30 | $2.1M | 7.5k | 275.70 |
| 2022-03-31 | $2.6M | 7.5k | 352.85 |
| 2021-06-30 | $2.1M | 7.6k | 277.95 |
| 2021-03-31 | $1.7M | 6.5k | 255.52 |
| 2020-12-31 | $1.4M | 6.1k | 231.93 |