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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All positions including Berkshire Hathaway held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Berkshire Hathaway by LJI Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |