Berkshire Hathaway shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Jeppson 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 Jeppson Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $228k | 541 | 420.52 |
2023-12-31 | $204k | 572 | 356.66 |
2023-09-30 | $200k | 572 | 350.30 |
2020-09-30 | $17k | 80 | 212.50 |
More positions owned by Jeppson Wealth Management
At&t Stock (T)
View all positions for Jeppson Wealth Management