Berkshire Hathaway shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.1M | 10k | 502.62 |
| 2025-06-30 | $4.8M | 10k | 485.80 |
| 2025-03-31 | $5.3M | 9.9k | 532.59 |
| 2024-12-31 | $4.0M | 8.9k | 453.09 |
| 2024-09-30 | $4.1M | 8.9k | 460.24 |
| 2024-06-30 | $3.3M | 8.1k | 406.78 |
| 2024-03-31 | $3.7M | 8.9k | 420.52 |
| 2023-12-31 | $3.2M | 9.0k | 356.66 |
| 2023-09-30 | $3.1M | 8.9k | 350.10 |
| 2023-06-30 | $3.0M | 8.7k | 340.97 |
| 2023-03-31 | $2.7M | 8.7k | 308.78 |
| 2022-12-31 | $2.7M | 8.7k | 308.97 |
| 2022-09-30 | $2.7M | 10k | 270.38 |
| 2022-06-30 | $2.6M | 9.4k | 273.27 |
| 2022-03-31 | $2.8M | 7.9k | 352.04 |
| 2021-12-31 | $2.1M | 7.0k | 298.94 |