Berkshire Hathaway shares owned by Plotkin Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Plotkin Financial Advisors
from 13F filings
Historical chart of Plotkin Financial Advisors investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Plotkin Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Plotkin Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $492k | 979 | 502.74 |
| 2025-06-30 | $388k | 798 | 485.77 |
| 2025-03-31 | $425k | 798 | 532.58 |
| 2024-12-31 | $360k | 795 | 453.28 |
| 2024-09-30 | $366k | 795 | 460.26 |
| 2021-09-30 | $273k | 1.0k | 272.94 |
| 2021-06-30 | $222k | 800 | 277.92 |
| 2021-03-31 | $204k | 800 | 255.47 |
More positions owned by Plotkin Financial Advisors
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