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Berkshire Hathaway shares owned by Bbjs Financial Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Bbjs Financial Advisors from 13F filings

Historical chart of Bbjs Financial Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Bbjs Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Bbjs Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $178k 500 356.66
2023-09-30 $175k 500 350.30
2023-06-30 $171k 500 341.00
2023-03-31 $154k 500 308.77
2022-12-31 $134k 433 308.90

More positions owned by Bbjs Financial Advisors

Atlassian Corporation Cl A (TEAM)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr Gl Clean Ene Etf (ICLN)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Bbjs Financial Advisors

Top funds holding Berkshire Hathaway

Vanguard Group
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
Norges Bank Investment Management
T. Rowe Price Associates
Jpmorgan Chase & Co
Charles Schwab Investment Management
Royal Bank of Canada
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Dimensional Fund Advisors
Barclays
Flossbach Von Storch
UBS Group

View all funds holding Berkshire Hathaway