Berkshire Hathaway shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $659k | 1.9k | 350.30 |
| 2023-06-30 | $644k | 1.9k | 341.00 |
| 2023-03-31 | $592k | 1.9k | 308.77 |
| 2022-12-31 | $902k | 2.9k | 308.90 |
| 2022-09-30 | $900k | 3.4k | 266.98 |
| 2022-06-30 | $929k | 3.4k | 272.91 |
| 2022-03-31 | $1.2M | 3.4k | 352.94 |
| 2021-12-31 | $1.0M | 3.4k | 298.96 |