Berkshire Hathaway shares owned by Optivise Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Optivise Advisory Services
from 13F filings
Historical chart of Optivise Advisory Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Optivise Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $790k | 1.6k | 502.63 |
| 2025-06-30 | $609k | 1.3k | 485.89 |
| 2025-03-31 | $622k | 1.2k | 532.42 |
| 2024-12-31 | $507k | 1.1k | 453.39 |
| 2024-09-30 | $445k | 967 | 460.26 |
| 2024-06-30 | $379k | 932 | 406.80 |
More positions owned by Optivise Advisory Services
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