Berkshire Hathaway shares owned by Planned Solutions
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $956k | 1.9k | 502.74 |
| 2025-06-30 | $840k | 1.7k | 485.77 |
| 2025-03-31 | $1.0M | 2.0k | 532.58 |
| 2024-12-31 | $868k | 1.9k | 453.28 |
| 2024-09-30 | $881k | 1.9k | 460.26 |
| 2024-06-30 | $779k | 1.9k | 406.80 |
| 2024-03-31 | $805k | 1.9k | 420.52 |
| 2023-12-31 | $815k | 2.3k | 356.66 |
| 2023-09-30 | $795k | 2.3k | 350.30 |
| 2023-06-30 | $774k | 2.3k | 341.00 |
| 2023-03-31 | $701k | 2.3k | 308.77 |
| 2022-12-31 | $735k | 2.4k | 308.90 |
| 2022-09-30 | $636k | 2.4k | 267.23 |
| 2022-06-30 | $650k | 2.4k | 273.11 |
| 2022-03-31 | $840k | 2.4k | 352.94 |
| 2021-12-31 | $760k | 2.5k | 299.09 |
| 2021-06-30 | $553k | 2.0k | 278.17 |
| 2021-03-31 | $508k | 2.0k | 255.53 |
| 2020-12-31 | $489k | 2.1k | 231.75 |
| 2020-09-30 | $492k | 2.3k | 212.99 |