Berkshire Hathaway shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59M | 118k | 502.74 |
| 2025-06-30 | $12M | 24k | 485.77 |
| 2025-03-31 | $13M | 24k | 532.58 |
| 2024-12-31 | $11M | 24k | 451.10 |
| 2024-09-30 | $7.1M | 16k | 460.26 |
| 2024-06-30 | $1.1M | 2.6k | 406.80 |
| 2024-03-31 | $1.1M | 2.6k | 420.52 |
| 2023-12-31 | $12M | 35k | 356.66 |
| 2023-09-30 | $1.3M | 3.8k | 350.30 |
| 2023-06-30 | $9.9M | 29k | 341.00 |
| 2023-03-31 | $10M | 34k | 308.77 |
| 2022-12-31 | $9.4M | 31k | 308.90 |
| 2022-09-30 | $7.3M | 28k | 267.03 |
| 2022-06-30 | $8.1M | 30k | 273.03 |
| 2022-03-31 | $15M | 42k | 352.90 |
| 2021-12-31 | $17M | 56k | 299.00 |
| 2021-09-30 | $12M | 45k | 272.93 |
| 2021-06-30 | $244k | 878 | 277.90 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management