Berkshire Hathaway shares owned by Prosperity Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Prosperity Planning
from 13F filings
Historical chart of Prosperity Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 4.5k | 460.26 |
| 2024-06-30 | $1.8M | 4.5k | 406.80 |
| 2024-03-31 | $1.9M | 4.5k | 420.52 |
| 2023-12-31 | $1.6M | 4.5k | 356.66 |
| 2023-09-30 | $1.6M | 4.5k | 350.30 |
| 2023-06-30 | $1.5M | 4.5k | 341.00 |
| 2023-03-31 | $1.4M | 4.5k | 308.77 |
| 2022-12-31 | $1.0M | 4.5k | 226.57 |
| 2022-09-30 | $1.2M | 4.5k | 266.98 |
| 2022-06-30 | $1.2M | 4.5k | 272.73 |
| 2022-03-31 | $1.6M | 4.5k | 352.41 |
| 2021-12-31 | $1.4M | 4.5k | 298.92 |
| 2021-09-30 | $1.2M | 4.5k | 272.95 |
| 2021-06-30 | $1.3M | 4.5k | 277.89 |
| 2021-03-31 | $1.2M | 4.5k | 255.47 |
| 2020-12-31 | $1.0M | 4.5k | 231.91 |