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Berkshire Hathaway shares owned by Asset Planning Corporation

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Asset Planning Corporation from 13F filings

Historical chart of Asset Planning Corporation investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Asset Planning Corporation consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 29k 420.52
2023-12-31 $10M 29k 356.66
2023-09-30 $6.4M 18k 350.30
2023-06-30 $6.3M 19k 341.00
2023-03-31 $5.2M 17k 308.77
2022-12-31 $1.6M 5.0k 308.90
2022-09-30 $1.3M 4.9k 266.94
2022-06-30 $1.3M 4.6k 272.92
2022-03-31 $1.3M 3.8k 353.03
2021-12-31 $550k 1.8k 298.91
2021-09-30 $502k 1.8k 272.83
2021-06-30 $387k 1.4k 278.22
2021-03-31 $271k 1.1k 255.90
2020-12-31 $207k 891 232.32