Berkshire Hathaway shares owned by Meredith Wealth Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Meredith Wealth Planning
from 13F filings
Historical chart of Meredith Wealth Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Meredith Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $283k | 563 | 502.74 |
| 2025-06-30 | $268k | 551 | 485.77 |
| 2025-03-31 | $281k | 527 | 532.58 |
| 2024-12-31 | $232k | 512 | 453.28 |
| 2023-03-31 | $369k | 1.2k | 308.77 |
| 2022-12-31 | $369k | 1.2k | 308.90 |