Berkshire Hathaway shares owned by Synergy Financial Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Synergy Financial Group
from 13F filings
Historical chart of Synergy Financial Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Synergy Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $570k | 1.1k | 502.74 |
| 2025-06-30 | $551k | 1.1k | 485.77 |
| 2025-03-31 | $613k | 1.2k | 532.58 |
| 2024-12-31 | $502k | 1.1k | 453.28 |
| 2024-09-30 | $471k | 1.0k | 460.26 |
| 2024-06-30 | $397k | 976 | 406.80 |
| 2024-03-31 | $396k | 942 | 420.52 |
| 2023-12-31 | $328k | 919 | 356.66 |
| 2023-09-30 | $313k | 894 | 350.30 |
| 2023-06-30 | $305k | 894 | 341.00 |
| 2023-03-31 | $276k | 894 | 308.77 |
| 2022-12-31 | $276k | 894 | 308.90 |
| 2022-09-30 | $239k | 894 | 267.34 |
| 2022-06-30 | $257k | 940 | 273.40 |
| 2022-03-31 | $358k | 1.0k | 352.71 |
| 2021-12-31 | $303k | 1.0k | 298.52 |