Berkshire Hathaway shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Holistic Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $729k | 1.4k | 502.74 |
| 2025-06-30 | $673k | 1.4k | 485.77 |
| 2025-03-31 | $614k | 1.2k | 532.58 |
| 2024-12-31 | $505k | 1.1k | 453.28 |
| 2024-09-30 | $463k | 1.0k | 460.26 |
| 2024-06-30 | $435k | 1.1k | 406.80 |
| 2024-03-31 | $412k | 979 | 420.52 |
| 2023-12-31 | $324k | 907 | 356.66 |
| 2019-12-31 | $248k | 1.1k | 226.90 |
| 2018-03-31 | $103k | 517 | 199.23 |
| 2017-12-31 | $101k | 508 | 198.82 |
More positions owned by Holistic Financial Partners
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