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Berkshire Hathaway shares owned by Beacon Financial Planning

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

Historical chart of Beacon Financial Planning investment in Berkshire Hathaway

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

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Quarterly reported holdings in Berkshire Hathaway by Beacon Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 45k 460.26
2024-06-30 $19M 47k 406.80
2024-03-31 $20M 48k 420.52
2023-12-31 $17M 49k 356.66
2023-09-30 $17M 49k 350.30
2023-06-30 $17M 50k 341.00
2023-03-31 $16M 51k 308.77
2022-12-31 $16M 52k 308.90