Berkshire Hathaway shares owned by Grand Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Grand Wealth Management
from 13F filings
Historical chart of Grand Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Grand Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $251k | 525 | 478.74 |
| 2024-03-31 | $297k | 707 | 420.52 |
| 2023-12-31 | $304k | 851 | 356.94 |
| 2023-09-30 | $280k | 799 | 350.15 |
| 2023-06-30 | $255k | 747 | 340.84 |
| 2023-03-31 | $235k | 761 | 308.63 |
| 2022-12-31 | $246k | 798 | 308.77 |
| 2022-09-30 | $220k | 826 | 266.34 |
| 2022-06-30 | $218k | 798 | 273.18 |
| 2022-03-31 | $277k | 784 | 353.32 |
| 2021-12-31 | $234k | 784 | 298.47 |