Berkshire Hathaway shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $30M | 61k | 502.74 |
| 2025-06-30 | $29M | 59k | 485.77 |
| 2025-03-31 | $29M | 54k | 532.58 |
| 2024-12-31 | $25M | 55k | 453.28 |
| 2024-09-30 | $24M | 53k | 460.26 |
| 2024-06-30 | $15M | 37k | 406.80 |
| 2024-03-31 | $15M | 36k | 420.52 |
| 2023-12-31 | $13M | 36k | 356.66 |
| 2023-09-30 | $12M | 35k | 350.30 |
| 2023-06-30 | $4.8M | 14k | 340.99 |
| 2023-03-31 | $11M | 37k | 308.77 |
| 2022-12-31 | $42M | 132k | 313.74 |
| 2022-09-30 | $39M | 129k | 305.34 |
| 2022-03-31 | $38M | 119k | 322.90 |
More positions owned by WealthPlan Investment Management
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