Berkshire Hathaway shares owned by Joseph P. Lucia & Associates
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Joseph P. Lucia & Associates
from 13F filings
Historical chart of Joseph P. Lucia & Associates investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Joseph P. Lucia & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $594k | 1.2k | 502.74 |
| 2025-06-30 | $583k | 1.2k | 485.77 |
| 2025-03-31 | $613k | 1.2k | 532.58 |
| 2024-12-31 | $489k | 1.1k | 453.28 |
| 2024-09-30 | $455k | 989 | 460.26 |
| 2024-06-30 | $372k | 914 | 406.80 |
| 2024-03-31 | $277k | 658 | 420.52 |
| 2023-12-31 | $235k | 658 | 356.66 |
| 2023-09-30 | $226k | 644 | 350.30 |
| 2023-06-30 | $220k | 644 | 341.00 |
| 2023-03-31 | $207k | 671 | 308.77 |
| 2022-12-31 | $207k | 671 | 308.90 |
| 2022-06-30 | $167k | 611 | 273.32 |
| 2022-03-31 | $197k | 558 | 353.05 |
| 2021-09-30 | $124k | 456 | 271.93 |
| 2021-06-30 | $127k | 456 | 278.51 |
| 2021-03-31 | $116k | 456 | 254.39 |
| 2020-12-31 | $106k | 456 | 232.46 |
| 2020-06-30 | $81k | 456 | 177.63 |
| 2020-03-31 | $83k | 456 | 182.02 |
| 2019-12-31 | $83k | 366 | 226.78 |
| 2019-09-30 | $76k | 366 | 207.65 |
| 2019-06-30 | $78k | 366 | 213.11 |
| 2019-03-31 | $69k | 14k | 4.87 |
More positions owned by Joseph P. Lucia & Associates
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