Berkshire Hathaway shares owned by Summit Wealth & Retirement Planning
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Summit Wealth & Retirement Planning
from 13F filings
Historical chart of Summit Wealth & Retirement Planning investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Summit Wealth & Retirement Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 3.9k | 502.74 |
| 2025-06-30 | $1.9M | 3.9k | 485.77 |
| 2025-03-31 | $1.1M | 2.0k | 532.58 |
| 2024-12-31 | $883k | 1.9k | 453.28 |
| 2024-09-30 | $768k | 1.7k | 460.26 |
| 2024-06-30 | $930k | 2.3k | 406.80 |
| 2024-03-31 | $721k | 1.7k | 420.52 |
| 2023-12-31 | $382k | 1.1k | 356.66 |
| 2023-09-30 | $375k | 1.1k | 350.30 |
| 2023-06-30 | $365k | 1.1k | 341.00 |
| 2023-03-31 | $321k | 1.0k | 308.77 |
| 2022-12-31 | $321k | 1.0k | 308.65 |
| 2022-09-30 | $278k | 1.0k | 267.31 |
| 2022-06-30 | $284k | 1.0k | 273.08 |
| 2020-06-30 | $405k | 2.3k | 178.34 |
| 2020-03-31 | $531k | 2.9k | 182.79 |
| 2019-12-31 | $906k | 4.0k | 226.39 |
| 2019-09-30 | $1.1M | 5.2k | 208.02 |
| 2019-06-30 | $1.1M | 5.2k | 213.17 |
| 2019-03-31 | $1.1M | 5.2k | 200.95 |
More positions owned by Summit Wealth & Retirement Planning
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