Berkshire Hathaway shares owned by Capital Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 2.4k | 496.85 |
| 2025-09-30 | $1.2M | 2.5k | 502.74 |
| 2025-06-30 | $1.2M | 2.5k | 485.77 |
| 2025-03-31 | $1.2M | 2.3k | 532.58 |
| 2024-12-31 | $1.1M | 2.5k | 453.28 |
| 2024-09-30 | $779k | 1.7k | 460.26 |
| 2024-06-30 | $610k | 1.5k | 406.80 |
| 2024-03-31 | $631k | 1.5k | 420.52 |
| 2023-12-31 | $357k | 1.0k | 356.66 |
| 2023-09-30 | $526k | 1.5k | 350.30 |
| 2023-06-30 | $512k | 1.5k | 341.00 |
| 2023-03-31 | $463k | 1.5k | 308.77 |
| 2022-12-31 | $463k | 1.5k | 308.90 |
| 2022-09-30 | $401k | 1.5k | 267.33 |
| 2022-06-30 | $410k | 1.5k | 273.33 |
| 2022-03-31 | $533k | 1.5k | 353.21 |
| 2021-12-31 | $449k | 1.5k | 299.33 |
| 2021-09-30 | $416k | 1.5k | 272.79 |
| 2021-06-30 | $424k | 1.5k | 278.03 |
| 2021-03-31 | $392k | 1.5k | 255.54 |
| 2020-12-31 | $354k | 1.5k | 232.13 |