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Berkshire Hathaway shares owned by Jacobson & Schmitt Advisors

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

Historical chart of Jacobson & Schmitt Advisors investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Jacobson & Schmitt Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Jacobson & Schmitt Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 811 460.26
2024-06-30 $330k 811 406.80
2023-12-31 $288k 808 356.66
2023-09-30 $283k 808 350.30
2023-06-30 $276k 808 341.00
2023-03-31 $250k 808 308.77
2022-12-31 $216k 808 267.33
2022-09-30 $216k 808 267.33
2022-06-30 $221k 808 273.51
2022-03-31 $285k 807 353.16
2021-12-31 $241k 807 298.64
2021-09-30 $220k 807 272.61
2021-06-30 $224k 807 277.57
2021-03-31 $219k 857 255.54
2019-12-31 $204k 900 226.67
2018-03-31 $150k 750 200.00