Berkshire Hathaway shares owned by Gratus Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Gratus Wealth Advisors
from 13F filings
Historical chart of Gratus Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Gratus Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 11k | 502.74 |
| 2025-06-30 | $5.6M | 12k | 485.77 |
| 2025-03-31 | $6.2M | 12k | 532.58 |
| 2024-12-31 | $5.6M | 12k | 453.28 |
| 2024-09-30 | $5.6M | 12k | 453.50 |
| 2024-06-30 | $5.2M | 12k | 434.47 |
| 2024-03-31 | $5.3M | 13k | 399.89 |
| 2023-12-31 | $4.7M | 13k | 356.66 |