Berkshire Hathaway shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Capital Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Capital Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.8M | 3.9k | 453.28 |
| 2024-09-30 | $1.8M | 3.9k | 460.26 |
| 2024-06-30 | $1.6M | 3.8k | 406.80 |
| 2024-03-31 | $1.6M | 3.8k | 420.52 |
| 2021-03-31 | $351k | 1.4k | 255.27 |
| 2020-12-31 | $319k | 1.4k | 232.85 |
| 2020-09-30 | $292k | 1.4k | 213.14 |
| 2020-06-30 | $245k | 1.4k | 178.83 |
| 2020-03-31 | $2.0M | 11k | 182.81 |
| 2019-12-31 | $2.4M | 11k | 226.54 |
| 2019-09-30 | $2.5M | 12k | 210.24 |
| 2019-06-30 | $3.0M | 14k | 213.17 |
| 2019-03-31 | $275k | 1.4k | 200.73 |
| 2018-12-31 | $280k | 1.4k | 204.38 |
| 2018-09-30 | $293k | 1.4k | 213.87 |
| 2018-06-30 | $256k | 1.4k | 186.86 |
| 2018-03-31 | $273k | 1.4k | 199.27 |
| 2017-09-30 | $251k | 1.4k | 183.21 |
| 2017-06-30 | $232k | 1.4k | 169.34 |
| 2017-03-31 | $228k | 1.4k | 166.42 |
| 2016-12-31 | $223k | 1.4k | 162.77 |
More positions owned by Capital Wealth Planning
Home Depot (HD)
View all positions for Capital Wealth Planning