Berkshire Hathaway shares owned by Lake Street Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 15k | 420.52 |
| 2023-12-31 | $5.1M | 14k | 356.66 |
| 2023-09-30 | $5.8M | 16k | 357.06 |
| 2023-06-30 | $5.5M | 16k | 341.00 |
| 2023-03-31 | $5.5M | 18k | 308.77 |
| 2022-12-31 | $5.6M | 18k | 308.91 |
| 2022-09-30 | $4.7M | 18k | 267.04 |
| 2022-06-30 | $5.2M | 19k | 273.03 |
| 2022-03-31 | $689k | 2.0k | 353.15 |
| 2021-12-31 | $3.8M | 13k | 299.03 |
| 2021-09-30 | $3.2M | 12k | 272.95 |
| 2021-06-30 | $3.0M | 11k | 280.17 |
| 2021-03-31 | $2.7M | 11k | 255.46 |
| 2020-12-31 | $2.4M | 11k | 231.90 |
| 2020-09-30 | $2.2M | 10k | 212.97 |
| 2020-06-30 | $1.8M | 10k | 178.48 |
| 2020-03-31 | $1.8M | 9.6k | 182.84 |
| 2019-12-31 | $1.9M | 8.3k | 226.54 |
| 2019-09-30 | $1.6M | 7.6k | 207.98 |
| 2019-06-30 | $1.5M | 7.2k | 213.19 |
| 2019-03-31 | $1.5M | 7.3k | 200.83 |