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Berkshire Hathaway shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $307k 860 356.66
2023-09-30 $301k 860 350.30
2023-06-30 $293k 860 341.00
2023-03-31 $276k 892 308.93
2022-12-31 $271k 878 308.90
2022-09-30 $242k 908 266.52
2022-06-30 $248k 908 273.13
2022-03-31 $320k 908 352.42
2021-12-31 $284k 908 312.78
2021-09-30 $271k 938 288.91
2021-06-30 $263k 938 280.38
2021-03-31 $251k 938 267.59
2020-12-31 $217k 938 231.34
2020-09-30 $199k 938 212.15
2020-06-30 $168k 938 179.10
2020-03-31 $176k 920 191.30
2019-12-31 $186k 820 226.83