Berkshire Hathaway shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $520k | 1.2k | 420.52 |
| 2023-12-31 | $401k | 1.1k | 356.66 |
| 2023-09-30 | $373k | 1.1k | 350.30 |
| 2023-06-30 | $363k | 1.1k | 341.00 |
| 2023-03-31 | $340k | 1.1k | 308.77 |
| 2022-12-31 | $340k | 1.1k | 308.90 |
| 2022-09-30 | $310k | 1.1k | 281.82 |
| 2022-06-30 | $300k | 1.1k | 272.73 |
| 2022-03-31 | $347k | 1.2k | 298.37 |
| 2021-12-31 | $347k | 1.2k | 298.37 |
| 2021-09-30 | $317k | 1.2k | 272.57 |
| 2021-06-30 | $323k | 1.2k | 277.73 |
| 2021-03-31 | $528k | 2.1k | 255.44 |
| 2020-12-31 | $1.1M | 4.9k | 231.69 |
| 2020-09-30 | $1.0M | 4.9k | 212.77 |
| 2020-06-30 | $508k | 2.8k | 178.50 |
| 2020-03-31 | $368k | 2.0k | 182.63 |
| 2019-12-31 | $480k | 2.1k | 226.42 |
| 2019-09-30 | $442k | 2.1k | 208.00 |
| 2019-06-30 | $389k | 1.8k | 213.15 |
| 2019-03-31 | $367k | 1.8k | 201.10 |
| 2018-12-31 | $373k | 1.8k | 204.38 |