LJI Wealth Management »

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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by LJI Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly 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