Berkshire Hathaway shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) 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 |
|---|---|---|---|
| 2024-09-30 | $3.6M | 7.8k | 460.26 |
| 2024-06-30 | $3.2M | 7.8k | 406.80 |
| 2024-03-31 | $3.4M | 8.1k | 420.52 |
| 2023-12-31 | $2.9M | 8.2k | 356.66 |
| 2023-09-30 | $2.8M | 7.9k | 350.30 |
| 2023-06-30 | $2.7M | 7.9k | 341.00 |
| 2023-03-31 | $1.7M | 5.5k | 308.77 |
| 2022-12-31 | $1.7M | 5.4k | 308.90 |
| 2022-09-30 | $1.2M | 4.4k | 267.08 |
| 2022-06-30 | $1.3M | 4.6k | 273.04 |
| 2022-03-31 | $1.8M | 5.2k | 352.93 |
| 2021-12-31 | $1.5M | 4.9k | 299.03 |
| 2021-09-30 | $1.2M | 4.5k | 272.89 |
| 2021-06-30 | $1.2M | 4.5k | 277.82 |
| 2021-03-31 | $1.1M | 4.5k | 255.53 |
| 2020-12-31 | $618k | 2.7k | 231.72 |
| 2020-09-30 | $517k | 2.4k | 213.02 |
| 2020-06-30 | $491k | 2.8k | 178.48 |
| 2020-03-31 | $525k | 2.9k | 182.67 |
| 2019-12-31 | $651k | 2.9k | 226.51 |
| 2019-09-30 | $577k | 2.8k | 208.08 |
| 2019-06-30 | $625k | 2.9k | 213.09 |
| 2019-03-31 | $610k | 3.0k | 200.92 |
| 2018-12-31 | $845k | 4.1k | 204.20 |
| 2018-09-30 | $834k | 3.9k | 214.23 |
| 2018-03-31 | $837k | 4.2k | 199.43 |
| 2017-12-31 | $951k | 4.8k | 198.25 |
| 2017-09-30 | $836k | 4.6k | 183.41 |
| 2017-06-30 | $934k | 5.5k | 169.42 |
| 2017-03-31 | $892k | 5.4k | 166.64 |
| 2016-12-31 | $872k | 5.4k | 162.90 |
| 2016-09-30 | $792k | 5.5k | 144.39 |
| 2016-06-30 | $772k | 5.3k | 144.70 |
| 2016-03-31 | $757k | 5.3k | 141.89 |
| 2015-12-31 | $706k | 5.3k | 131.99 |
| 2015-09-30 | $851k | 6.5k | 130.34 |
| 2015-06-30 | $915k | 6.7k | 136.14 |
| 2015-03-31 | $951k | 6.6k | 144.29 |
| 2014-12-31 | $952k | 6.3k | 150.13 |