Berkshire Hathaway shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 8.3k | 460.26 |
| 2024-06-30 | $3.3M | 8.1k | 406.80 |
| 2024-03-31 | $3.4M | 8.0k | 420.52 |
| 2023-12-31 | $2.6M | 7.4k | 356.66 |
| 2023-09-30 | $2.4M | 7.0k | 350.30 |
| 2023-06-30 | $2.3M | 6.7k | 341.00 |
| 2023-03-31 | $1.9M | 6.3k | 308.77 |
| 2022-12-31 | $1.9M | 6.1k | 308.90 |
| 2022-09-30 | $1.6M | 6.1k | 267.10 |
| 2022-06-30 | $1.6M | 5.9k | 272.99 |
| 2022-03-31 | $2.1M | 6.0k | 352.99 |
| 2021-12-31 | $1.6M | 5.2k | 299.03 |
| 2021-09-30 | $1.4M | 5.1k | 272.89 |
| 2021-06-30 | $1.4M | 5.1k | 277.87 |
| 2021-03-31 | $1.3M | 5.1k | 255.42 |
| 2020-12-31 | $1.2M | 5.3k | 231.87 |
| 2020-09-30 | $1.2M | 5.7k | 213.00 |
| 2020-06-30 | $1.0M | 5.8k | 178.55 |
| 2020-03-31 | $1.1M | 5.8k | 182.86 |
| 2019-12-31 | $1.3M | 5.7k | 226.58 |
| 2019-09-30 | $1.2M | 5.7k | 208.06 |
| 2019-06-30 | $1.2M | 5.8k | 213.26 |
| 2019-03-31 | $1.2M | 5.8k | 200.87 |
| 2018-12-31 | $1.1M | 5.4k | 204.25 |
| 2018-09-30 | $1.1M | 5.3k | 214.08 |
| 2018-06-30 | $914k | 4.9k | 186.64 |
| 2018-03-31 | $402k | 2.0k | 199.40 |
| 2017-12-31 | $370k | 1.9k | 198.39 |