Berkshire Hathaway shares owned by Sterling Financial Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Sterling Financial Planning
from 13F filings
Historical chart of Sterling Financial Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Sterling Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 2.3k | 502.74 |
| 2025-06-30 | $1.1M | 2.3k | 485.77 |
| 2025-03-31 | $1.3M | 2.4k | 532.58 |
| 2024-12-31 | $991k | 2.2k | 453.28 |
| 2024-09-30 | $1.0M | 2.2k | 460.26 |
| 2024-06-30 | $934k | 2.3k | 406.80 |
| 2024-03-31 | $979k | 2.3k | 420.52 |
| 2023-12-31 | $920k | 2.6k | 356.66 |
| 2023-09-30 | $835k | 2.4k | 350.30 |
| 2023-06-30 | $812k | 2.4k | 341.00 |
| 2023-03-31 | $712k | 2.3k | 308.77 |
| 2022-12-31 | $761k | 2.5k | 308.90 |
| 2022-09-30 | $771k | 2.9k | 267.06 |
| 2022-06-30 | $791k | 2.9k | 273.14 |
| 2022-03-31 | $1.0M | 3.0k | 352.74 |
| 2021-12-31 | $914k | 3.1k | 298.99 |
| 2021-09-30 | $834k | 3.1k | 272.82 |
| 2021-06-30 | $887k | 3.2k | 278.06 |
| 2021-03-31 | $815k | 3.2k | 255.49 |
| 2020-12-31 | $740k | 3.2k | 231.97 |
More positions owned by Sterling Financial Planning
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