Berkshire Hathaway shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 4 | 754200.00 |
| 2025-06-30 | $2.9M | 4 | 728800.00 |
| 2025-03-31 | $3.2M | 4 | 798441.50 |
| 2023-06-30 | $2.1M | 4 | 517810.00 |
| 2023-03-31 | $1.9M | 4 | 465600.00 |
| 2022-12-31 | $1.9M | 4 | 468711.00 |
| 2022-09-30 | $1.6M | 4 | 406500.00 |
| 2022-06-30 | $1.6M | 4 | 409000.00 |
| 2022-03-31 | $2.6M | 5 | 529000.00 |
| 2021-12-31 | $2.3M | 5 | 450600.00 |
| 2021-09-30 | $2.1M | 5 | 411400.00 |
| 2021-06-30 | $2.1M | 5 | 418600.00 |
| 2021-03-31 | $1.9M | 5 | 385800.00 |
| 2020-12-31 | $1.7M | 5 | 347800.00 |
| 2020-09-30 | $1.6M | 5 | 320000.00 |
| 2020-06-30 | $1.1M | 4 | 267250.00 |
| 2020-03-31 | $1.1M | 4 | 272000.00 |
| 2019-12-31 | $1.4M | 4 | 339500.00 |
| 2019-09-30 | $935k | 3 | 311666.67 |
| 2019-06-30 | $955k | 3 | 318333.33 |
| 2019-03-31 | $904k | 3 | 301333.33 |
| 2018-12-31 | $918k | 3 | 306000.00 |
| 2018-09-30 | $960k | 3 | 320000.00 |
| 2018-03-31 | $897k | 3 | 299000.00 |
| 2017-12-31 | $893k | 3 | 297666.67 |
| 2017-09-30 | $824k | 3 | 274666.67 |
| 2017-06-30 | $764k | 3 | 254666.67 |
| 2017-03-31 | $750k | 3 | 250000.00 |
| 2016-12-31 | $732k | 3 | 244000.00 |
| 2016-09-30 | $649k | 3 | 216333.33 |
| 2016-06-30 | $651k | 3 | 217000.00 |
| 2016-03-31 | $640k | 3 | 213333.33 |
| 2015-12-31 | $593k | 3 | 197666.67 |
| 2015-09-30 | $781k | 4 | 195250.00 |
| 2015-06-30 | $819k | 4 | 204750.00 |
| 2015-03-31 | $870k | 4 | 217500.00 |
| 2014-12-31 | $678k | 3 | 226000.00 |