Berkshire Hathaway shares owned by LJI Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by LJI Wealth Management
from 13F filings
Historical chart of LJI Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by LJI Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 2.1k | 502.65 |
| 2025-09-30 | $1.0M | 2.1k | 502.74 |
| 2025-06-30 | $1.1M | 2.3k | 485.77 |
| 2025-03-31 | $1.0M | 1.9k | 532.55 |
| 2024-12-31 | $851k | 1.9k | 453.28 |
| 2024-09-30 | $927k | 2.0k | 460.26 |
| 2024-06-30 | $784k | 1.9k | 406.90 |
| 2024-03-31 | $810k | 1.9k | 420.52 |
| 2023-09-30 | $637k | 1.8k | 350.30 |
| 2023-06-30 | $627k | 1.8k | 341.00 |
| 2023-03-31 | $577k | 1.9k | 308.77 |
| 2022-12-31 | $562k | 1.8k | 308.90 |