Berkshire Hathaway shares owned by JGP Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by JGP Wealth Management
from 13F filings
Historical chart of JGP Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 3.0k | 495.90 |
| 2025-06-30 | $1.5M | 3.1k | 485.74 |
| 2025-03-31 | $1.6M | 3.1k | 532.63 |
| 2024-12-31 | $1.6M | 3.6k | 453.32 |
| 2024-09-30 | $872k | 1.9k | 460.37 |
| 2024-06-30 | $580k | 1.4k | 406.85 |
| 2024-03-31 | $614k | 1.5k | 420.54 |
| 2023-12-31 | $521k | 1.5k | 356.67 |
| 2023-09-30 | $505k | 1.4k | 350.31 |
| 2023-06-30 | $491k | 1.4k | 341.01 |
| 2023-03-31 | $445k | 1.4k | 308.78 |
| 2022-12-31 | $427k | 1.4k | 308.81 |
| 2022-09-30 | $440k | 1.6k | 269.28 |
| 2022-06-30 | $364k | 1.3k | 275.55 |
| 2022-03-31 | $442k | 1.3k | 352.75 |
| 2021-12-31 | $444k | 1.4k | 309.84 |
| 2021-09-30 | $398k | 1.5k | 273.16 |
| 2021-06-30 | $394k | 1.4k | 278.05 |
| 2021-03-31 | $311k | 1.2k | 255.34 |
| 2020-12-31 | $287k | 1.2k | 235.63 |
| 2020-09-30 | $259k | 1.2k | 212.99 |
| 2020-06-30 | $457k | 2.5k | 181.28 |
| 2020-03-31 | $473k | 2.5k | 190.96 |
| 2019-12-31 | $570k | 2.5k | 227.00 |
| 2019-09-30 | $513k | 2.5k | 203.09 |
| 2019-06-30 | $535k | 2.5k | 213.06 |
| 2019-03-31 | $504k | 2.5k | 200.72 |
| 2018-12-31 | $472k | 2.3k | 204.24 |
| 2018-09-30 | $495k | 2.3k | 214.19 |
| 2018-06-30 | $431k | 2.3k | 186.50 |