Berkshire Hathaway shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 3.2k | 420.52 |
| 2023-12-31 | $1.2M | 3.2k | 356.66 |
| 2023-09-30 | $1.3M | 3.8k | 350.30 |
| 2023-06-30 | $1.4M | 4.1k | 341.00 |
| 2023-03-31 | $1.3M | 4.1k | 308.77 |
| 2022-12-31 | $1.2M | 4.0k | 308.90 |
| 2022-09-30 | $1.1M | 4.1k | 266.94 |
| 2022-06-30 | $1.1M | 4.0k | 272.91 |
| 2022-03-31 | $1.8M | 5.0k | 352.87 |
| 2021-03-31 | $1.5M | 6.0k | 255.39 |
| 2020-12-31 | $1.5M | 6.4k | 228.42 |
| 2020-09-30 | $1.3M | 6.2k | 212.93 |
| 2020-06-30 | $1.1M | 6.2k | 178.43 |
| 2020-03-31 | $932k | 5.1k | 182.78 |
| 2019-12-31 | $1.2M | 5.2k | 226.39 |
| 2019-09-30 | $1.1M | 5.2k | 207.92 |
| 2019-06-30 | $1.1M | 5.4k | 213.00 |
| 2019-03-31 | $1.1M | 5.4k | 200.96 |
| 2018-12-31 | $1.1M | 5.5k | 204.16 |
| 2018-09-30 | $1.2M | 5.4k | 214.06 |
| 2018-06-30 | $970k | 5.2k | 186.57 |
| 2018-03-31 | $1.0M | 5.2k | 199.46 |
| 2017-12-31 | $1.0M | 5.2k | 198.31 |
| 2017-09-30 | $953k | 5.2k | 183.30 |
| 2017-06-30 | $923k | 5.2k | 177.53 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners