Berkshire Hathaway shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Lyell 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 Lyell Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.7M | 6.5k | 420.52 |
2023-12-31 | $2.3M | 6.5k | 356.66 |
2023-09-30 | $2.2M | 6.3k | 350.30 |
2023-06-30 | $2.1M | 6.3k | 341.00 |
2023-03-31 | $2.2M | 7.0k | 308.77 |
2022-12-31 | $2.2M | 7.1k | 308.90 |
2022-09-30 | $1.9M | 7.1k | 267.06 |
2022-06-30 | $1.8M | 6.8k | 272.97 |
2022-03-31 | $2.2M | 6.3k | 352.86 |
2021-12-31 | $1.9M | 6.4k | 299.06 |
2021-09-30 | $1.7M | 6.2k | 273.01 |
2021-06-30 | $1.7M | 6.2k | 277.85 |
2021-03-31 | $1.5M | 5.8k | 255.40 |
2020-12-31 | $1.4M | 5.9k | 231.89 |
2020-09-30 | $1.2M | 5.6k | 212.88 |
2020-06-30 | $1.0M | 5.7k | 178.43 |
2020-03-31 | $1.1M | 6.3k | 182.80 |
2019-12-31 | $1.4M | 6.0k | 226.50 |
2019-09-30 | $1.2M | 6.0k | 208.08 |
2019-06-30 | $1.3M | 6.0k | 213.10 |
2019-03-31 | $1.2M | 6.0k | 200.87 |
2018-12-31 | $1.2M | 6.0k | 204.21 |
2018-09-30 | $1.3M | 6.0k | 214.06 |
2018-06-30 | $1.1M | 6.0k | 186.62 |
2018-03-31 | $993k | 5.0k | 199.44 |
2017-12-31 | $961k | 4.8k | 198.31 |
2017-09-30 | $888k | 4.8k | 183.24 |
2017-06-30 | $821k | 4.8k | 169.42 |
2017-03-31 | $816k | 4.9k | 166.67 |