Berkshire Hathaway shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $207k | 457 | 453.28 |
| 2024-09-30 | $215k | 468 | 460.26 |
| 2024-06-30 | $220k | 540 | 406.80 |
| 2024-03-31 | $228k | 541 | 420.52 |
| 2023-12-31 | $204k | 572 | 356.66 |
| 2023-09-30 | $200k | 572 | 350.30 |
| 2020-09-30 | $17k | 80 | 212.50 |
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