Berkshire Hathaway shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.0M | 18k | 502.75 |
| 2025-06-30 | $8.8M | 18k | 485.78 |
| 2025-03-31 | $7.0M | 13k | 532.59 |
| 2024-12-31 | $5.4M | 12k | 453.28 |
| 2024-09-30 | $5.2M | 11k | 460.26 |
| 2024-06-30 | $1.9M | 4.6k | 406.80 |
| 2024-03-31 | $1.7M | 4.0k | 420.52 |
| 2023-12-31 | $1.0M | 2.9k | 356.66 |
| 2023-09-30 | $1.2M | 3.6k | 350.30 |
| 2023-06-30 | $1.3M | 3.9k | 341.00 |
| 2023-03-31 | $1.2M | 3.8k | 308.80 |
| 2022-12-31 | $1.4M | 4.5k | 308.98 |
| 2022-09-30 | $1.3M | 5.1k | 265.96 |
| 2022-06-30 | $1.3M | 4.8k | 273.42 |
| 2022-03-31 | $1.9M | 5.4k | 353.04 |
| 2021-12-31 | $1.5M | 4.9k | 299.08 |