Berkshire Hathaway shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Laurel 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 Laurel Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.7M | 3.7k | 460.16 |
| 2024-06-30 | $1.5M | 3.7k | 406.76 |
| 2024-03-31 | $1.6M | 3.8k | 420.65 |
| 2023-12-31 | $1.3M | 3.8k | 356.74 |
| 2023-09-30 | $1.4M | 4.0k | 350.33 |
| 2023-06-30 | $1.4M | 4.0k | 340.99 |
| 2023-03-31 | $1.3M | 4.1k | 308.78 |
| 2022-12-31 | $1.3M | 4.1k | 308.90 |
| 2022-09-30 | $1.1M | 4.1k | 266.96 |
| 2022-06-30 | $993k | 3.6k | 272.95 |
| 2022-03-31 | $1.4M | 3.9k | 352.88 |
| 2021-12-31 | $1.2M | 3.9k | 299.13 |
| 2021-09-30 | $1.0M | 3.8k | 272.90 |
| 2021-06-30 | $689k | 2.5k | 278.05 |
| 2021-03-31 | $40k | 155 | 258.06 |
| 2020-12-31 | $0 | 177 | 0.00 |