Berkshire Hathaway shares owned by BWM Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by BWM Planning
from 13F filings
Historical chart of BWM Planning investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by BWM Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by BWM Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 10k | 502.74 |
| 2025-06-30 | $4.9M | 10k | 485.77 |
| 2025-03-31 | $5.4M | 10k | 532.58 |
| 2024-12-31 | $4.6M | 10k | 453.28 |
| 2024-09-30 | $4.7M | 10k | 460.26 |