Berkshire Hathaway shares owned by Joule Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Joule Financial
from 13F filings
Historical chart of Joule Financial investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Joule Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Joule Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $398k | 792 | 502.74 |
| 2025-06-30 | $361k | 744 | 485.77 |
| 2025-03-31 | $275k | 517 | 532.58 |
| 2024-12-31 | $226k | 499 | 453.28 |
| 2024-09-30 | $241k | 523 | 460.26 |
| 2024-06-30 | $213k | 523 | 406.80 |
| 2024-03-31 | $215k | 511 | 420.52 |