Berkshire Hathaway shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $551k | 1.1k | 502.74 |
| 2025-06-30 | $532k | 1.1k | 485.77 |
| 2025-03-31 | $583k | 1.1k | 532.58 |
| 2024-12-31 | $407k | 897 | 453.28 |
| 2024-09-30 | $407k | 884 | 460.26 |
| 2024-06-30 | $360k | 884 | 406.80 |
| 2024-03-31 | $372k | 884 | 420.52 |
| 2023-09-30 | $310k | 884 | 350.30 |
| 2023-06-30 | $301k | 884 | 341.00 |
| 2023-03-31 | $282k | 914 | 308.77 |
| 2022-09-30 | $244k | 914 | 266.96 |
| 2022-06-30 | $250k | 914 | 273.52 |
| 2022-03-31 | $323k | 914 | 353.39 |
| 2021-12-31 | $228k | 764 | 298.43 |
| 2021-09-30 | $209k | 764 | 273.56 |
| 2021-06-30 | $226k | 814 | 277.64 |
| 2021-03-31 | $208k | 814 | 255.53 |
| 2020-12-31 | $189k | 814 | 232.19 |
| 2020-09-30 | $173k | 814 | 212.53 |
| 2020-06-30 | $145k | 814 | 178.13 |
| 2020-03-31 | $150k | 819 | 183.15 |
| 2019-12-31 | $184k | 814 | 226.04 |
More positions owned by Walled Lake Planning & Wealth Management
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