Berkshire Hathaway shares owned by Jackson Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Jackson Wealth Management
from 13F filings
Historical chart of Jackson Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Jackson Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Jackson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 9.7k | 502.73 |
| 2025-06-30 | $4.6M | 9.5k | 485.74 |
| 2025-03-31 | $5.1M | 9.6k | 532.56 |
| 2024-12-31 | $4.4M | 9.7k | 453.28 |
| 2024-09-30 | $4.4M | 9.5k | 460.25 |
| 2024-06-30 | $2.2M | 5.4k | 406.75 |
| 2024-03-31 | $3.9M | 9.4k | 420.47 |
| 2023-12-31 | $2.9M | 8.3k | 356.62 |
| 2023-09-30 | $2.8M | 8.0k | 350.34 |
| 2023-06-30 | $2.7M | 7.9k | 341.03 |
| 2023-03-31 | $2.3M | 7.3k | 308.77 |
| 2022-12-31 | $1.7M | 5.5k | 308.90 |
| 2022-09-30 | $2.6M | 9.6k | 266.99 |
| 2022-06-30 | $941k | 3.4k | 273.15 |
| 2022-03-31 | $335k | 949 | 353.00 |
| 2021-12-31 | $241k | 805 | 299.38 |
| 2021-06-30 | $224k | 805 | 278.26 |
| 2021-03-31 | $206k | 805 | 255.90 |
| 2016-06-30 | $1.6M | 11k | 144.76 |
| 2016-03-31 | $1.6M | 11k | 141.24 |
| 2015-12-31 | $1.5M | 12k | 128.83 |
| 2015-09-30 | $1.6M | 12k | 129.86 |
| 2015-06-30 | $1.6M | 12k | 136.53 |
| 2015-03-31 | $1.7M | 12k | 144.34 |
| 2014-12-31 | $2.3M | 16k | 150.13 |