Berkshire Hathaway shares owned by Holistic Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 2.3k | 502.64 |
| 2025-06-30 | $1.2M | 2.5k | 485.68 |
| 2025-03-31 | $929k | 1.7k | 532.44 |
| 2024-12-31 | $783k | 1.7k | 453.28 |
| 2024-09-30 | $772k | 1.7k | 460.26 |
| 2024-06-30 | $670k | 1.6k | 420.52 |
| 2024-03-31 | $670k | 1.6k | 420.52 |