Berkshire Hathaway shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.8M | 13 | 754200.00 |
| 2025-06-30 | $9.5M | 13 | 728800.00 |
| 2025-03-31 | $10M | 13 | 798442.00 |
| 2023-06-30 | $3.1M | 6 | 517810.00 |
| 2023-03-31 | $5.6M | 12 | 465600.00 |
| 2022-12-31 | $6.2M | 13 | 476500.00 |
| 2022-09-30 | $6.9M | 15 | 462000.00 |
| 2022-03-31 | $7.3M | 15 | 484000.00 |
More positions owned by WealthPlan Investment Management
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