Berkshire Hathaway shares owned by Lucia Wealth Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lucia Wealth Services
from 13F filings
Historical chart of Lucia Wealth Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Lucia Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $2.1M | 10k | 212.94 |
| 2020-06-30 | $1.5M | 8.6k | 178.52 |
| 2020-03-31 | $1.3M | 7.3k | 182.89 |
| 2019-12-31 | $1.8M | 8.0k | 226.45 |
| 2019-09-30 | $1.7M | 8.1k | 208.07 |
| 2019-06-30 | $208k | 974 | 213.55 |
| 2019-03-31 | $202k | 1.0k | 201.20 |
| 2018-12-31 | $120k | 590 | 203.39 |
| 2018-09-30 | $252k | 1.2k | 214.10 |
| 2018-06-30 | $221k | 1.2k | 186.50 |
| 2018-03-31 | $423k | 2.1k | 199.62 |
| 2017-12-31 | $507k | 2.6k | 198.28 |