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Berkshire Hathaway shares owned by Planned Solutions

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Berkshire Hathaway

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All positions including Berkshire Hathaway held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Planned Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $805k 1.9k 420.52
2023-12-31 $815k 2.3k 356.66
2023-09-30 $795k 2.3k 350.30
2023-06-30 $774k 2.3k 341.00
2023-03-31 $701k 2.3k 308.77
2022-12-31 $735k 2.4k 308.90
2022-09-30 $636k 2.4k 267.23
2022-06-30 $650k 2.4k 273.11
2022-03-31 $840k 2.4k 352.94
2021-12-31 $760k 2.5k 299.09
2021-06-30 $553k 2.0k 278.17
2021-03-31 $508k 2.0k 255.53
2020-12-31 $489k 2.1k 231.75
2020-09-30 $492k 2.3k 212.99