Berkshire Hathaway shares owned by Lee Financial
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $36M | 87k | 406.80 |
| 2024-03-31 | $37M | 89k | 420.52 |
| 2023-12-31 | $31M | 88k | 356.66 |
| 2023-09-30 | $32M | 92k | 350.30 |
| 2023-06-30 | $31M | 91k | 341.00 |
| 2023-03-31 | $30M | 96k | 308.77 |
| 2022-12-31 | $30M | 98k | 308.90 |
| 2022-09-30 | $26M | 96k | 267.02 |
| 2022-06-30 | $26M | 96k | 273.02 |
| 2022-03-31 | $33M | 94k | 352.91 |
| 2021-12-31 | $27M | 92k | 299.00 |
| 2021-09-30 | $24M | 89k | 272.94 |
| 2021-06-30 | $25M | 88k | 277.93 |
| 2021-03-31 | $22M | 88k | 255.47 |
| 2020-12-31 | $19M | 81k | 231.88 |
| 2020-09-30 | $16M | 77k | 212.94 |
| 2020-06-30 | $6.2M | 35k | 178.52 |
| 2020-03-31 | $1.1M | 6.1k | 182.82 |
| 2019-12-31 | $1.4M | 6.1k | 226.57 |
| 2019-09-30 | $1.3M | 6.2k | 207.95 |
| 2019-06-30 | $1.3M | 6.3k | 213.23 |
| 2019-03-31 | $1.2M | 5.9k | 200.85 |
| 2018-12-31 | $1.4M | 6.6k | 204.11 |
| 2018-09-30 | $1.2M | 5.8k | 214.04 |
| 2018-06-30 | $1.1M | 5.8k | 186.58 |
| 2018-03-31 | $1.2M | 6.0k | 199.40 |
| 2017-12-31 | $789k | 4.0k | 198.04 |
| 2017-09-30 | $795k | 4.0k | 200.00 |
| 2017-06-30 | $945k | 4.7k | 200.00 |
| 2017-03-31 | $786k | 4.7k | 166.74 |
| 2016-12-31 | $742k | 4.6k | 163.04 |