Berkshire Hathaway shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 7.2k | 502.74 |
| 2025-06-30 | $3.5M | 7.1k | 485.77 |
| 2025-03-31 | $3.8M | 7.1k | 532.58 |
| 2024-12-31 | $3.2M | 7.2k | 453.26 |
| 2024-09-30 | $3.3M | 7.2k | 460.24 |
| 2024-06-30 | $2.9M | 7.2k | 406.78 |
| 2024-03-31 | $3.0M | 7.2k | 420.50 |
| 2023-12-31 | $2.6M | 7.2k | 356.65 |
| 2023-09-30 | $2.5M | 7.2k | 350.29 |
| 2023-06-30 | $2.5M | 7.2k | 341.00 |
| 2023-03-31 | $2.2M | 7.2k | 308.77 |
| 2022-12-31 | $2.2M | 7.2k | 308.90 |
| 2022-09-30 | $1.9M | 7.2k | 267.00 |
| 2022-06-30 | $2.0M | 7.2k | 273.08 |
| 2022-03-31 | $2.6M | 7.2k | 352.96 |
| 2021-12-31 | $2.2M | 7.4k | 298.95 |
| 2021-09-30 | $2.0M | 7.5k | 272.87 |
| 2021-06-30 | $2.1M | 7.7k | 277.87 |
| 2021-03-31 | $1.9M | 7.5k | 255.50 |
| 2020-12-31 | $1.8M | 7.8k | 231.89 |
| 2020-09-30 | $1.8M | 8.6k | 212.93 |
| 2020-06-30 | $1.8M | 10k | 178.46 |
| 2020-03-31 | $2.0M | 11k | 182.79 |
| 2019-12-31 | $2.6M | 12k | 226.47 |
| 2019-09-30 | $2.7M | 13k | 208.01 |
| 2019-06-30 | $3.9M | 18k | 213.16 |
| 2019-03-31 | $3.8M | 19k | 200.91 |
| 2018-12-31 | $3.9M | 19k | 204.18 |
| 2018-09-30 | $4.1M | 19k | 214.10 |
| 2018-06-30 | $3.6M | 19k | 186.64 |
| 2018-03-31 | $3.9M | 19k | 199.50 |
| 2017-12-31 | $3.8M | 19k | 198.20 |
| 2017-09-30 | $3.6M | 20k | 183.31 |
| 2017-06-30 | $3.3M | 20k | 169.36 |
| 2017-03-31 | $3.3M | 20k | 166.68 |
| 2016-12-31 | $2.9M | 18k | 162.97 |
| 2016-09-30 | $2.6M | 18k | 144.45 |
| 2016-06-30 | $2.6M | 18k | 144.81 |
| 2016-03-31 | $2.9M | 20k | 141.87 |
| 2015-12-31 | $3.0M | 23k | 132.05 |
| 2015-09-30 | $2.7M | 21k | 130.39 |
| 2015-06-30 | $2.8M | 21k | 136.12 |
| 2015-03-31 | $2.9M | 20k | 144.34 |
| 2014-12-31 | $2.8M | 19k | 150.16 |
| 2014-09-30 | $2.3M | 17k | 138.15 |
| 2014-06-30 | $1.9M | 15k | 126.53 |
| 2014-03-31 | $1.5M | 12k | 124.96 |
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