Berkshire Hathaway shares owned by Planning Directions
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Planning Directions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $297k | 731 | 406.80 |
| 2024-03-31 | $307k | 731 | 420.52 |
| 2023-12-31 | $261k | 731 | 356.66 |
| 2023-09-30 | $254k | 724 | 350.83 |
| 2023-06-30 | $237k | 696 | 340.52 |
| 2022-12-31 | $200k | 649 | 308.17 |
| 2022-03-31 | $229k | 649 | 352.85 |
| 2021-12-31 | $254k | 849 | 299.18 |
| 2021-09-30 | $233k | 853 | 273.15 |
| 2021-06-30 | $227k | 818 | 277.51 |
| 2020-03-31 | $1.3M | 7.1k | 182.79 |
| 2019-12-31 | $203k | 898 | 226.06 |
| 2019-06-30 | $224k | 1.1k | 213.33 |
| 2019-03-31 | $211k | 1.1k | 200.95 |
| 2018-12-31 | $206k | 1.0k | 204.16 |
| 2018-09-30 | $216k | 1.0k | 214.07 |