Berkshire Hathaway shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $50M | 108k | 460.26 |
| 2024-06-30 | $36M | 90k | 406.80 |
| 2024-03-31 | $38M | 91k | 420.52 |
| 2023-12-31 | $33M | 92k | 356.66 |
| 2023-09-30 | $35M | 99k | 350.30 |
| 2023-06-30 | $33M | 98k | 341.00 |
| 2023-03-31 | $30M | 98k | 308.77 |
| 2022-12-31 | $31M | 100k | 308.90 |
| 2022-09-30 | $27M | 100k | 267.02 |
| 2022-06-30 | $27M | 99k | 273.02 |
| 2022-03-31 | $34M | 97k | 352.91 |
| 2021-12-31 | $29M | 98k | 299.00 |
| 2021-09-30 | $27M | 99k | 272.94 |
| 2021-06-30 | $27M | 97k | 277.92 |
| 2021-03-31 | $25M | 97k | 255.47 |
| 2020-12-31 | $24M | 101k | 231.87 |
| 2020-09-30 | $22M | 102k | 212.94 |
| 2020-06-30 | $18M | 103k | 178.51 |
| 2020-03-31 | $18M | 101k | 182.83 |
| 2019-12-31 | $23M | 103k | 226.50 |
| 2019-09-30 | $22M | 105k | 208.02 |
| 2019-06-30 | $23M | 107k | 213.17 |
| 2019-03-31 | $23M | 116k | 200.89 |
| 2018-12-31 | $24M | 117k | 204.18 |
| 2018-09-30 | $26M | 119k | 214.11 |
| 2018-06-30 | $23M | 122k | 186.65 |
| 2018-03-31 | $24M | 121k | 199.48 |
| 2017-12-31 | $25M | 126k | 198.22 |
| 2017-09-30 | $24M | 129k | 183.32 |
| 2017-06-30 | $22M | 132k | 169.37 |
| 2017-03-31 | $22M | 137k | 162.98 |
| 2016-12-31 | $22M | 137k | 162.98 |
| 2016-09-30 | $20M | 139k | 144.47 |
| 2016-06-30 | $20M | 139k | 144.79 |
| 2016-03-31 | $20M | 144k | 141.88 |
| 2015-09-30 | $19M | 143k | 130.40 |
| 2015-06-30 | $7.7M | 57k | 136.11 |
| 2015-03-31 | $20M | 135k | 144.32 |
| 2014-12-31 | $21M | 139k | 150.15 |
| 2014-09-30 | $19M | 139k | 138.14 |
| 2014-06-30 | $17M | 136k | 126.56 |
| 2013-12-31 | $16M | 136k | 118.56 |
| 2013-09-30 | $16M | 140k | 113.51 |
| 2013-06-30 | $17M | 151k | 111.92 |