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
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly 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 |