Berkshire Hathaway shares owned by Shakespeare Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Shakespeare Wealth Management
from 13F filings
Historical chart of Shakespeare Wealth Management investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Shakespeare Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Shakespeare Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $398k | 792 | 502.65 |
| 2025-09-30 | $446k | 887 | 502.74 |
| 2025-06-30 | $446k | 917 | 485.77 |
| 2025-03-31 | $525k | 985 | 532.58 |
| 2024-12-31 | $445k | 981 | 453.28 |
| 2024-09-30 | $344k | 747 | 460.26 |
| 2024-03-31 | $306k | 728 | 420.52 |
| 2023-09-30 | $255k | 728 | 350.30 |
| 2023-06-30 | $248k | 728 | 341.00 |
| 2023-03-31 | $225k | 728 | 308.77 |
| 2022-12-31 | $225k | 728 | 308.90 |
| 2022-06-30 | $200k | 733 | 272.85 |
| 2022-03-31 | $253k | 733 | 345.16 |
| 2021-06-30 | $229k | 803 | 285.18 |
| 2021-03-31 | $205k | 803 | 255.29 |
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