Berkshire Hathaway shares owned by WR Wealth Planners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by WR Wealth Planners
from 13F filings
Historical chart of WR Wealth Planners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 3.6k | 460.26 |
| 2024-06-30 | $1.5M | 3.6k | 406.80 |
| 2024-03-31 | $1.6M | 3.7k | 420.52 |
| 2023-12-31 | $1.3M | 3.7k | 356.66 |
| 2023-09-30 | $1.3M | 3.7k | 350.30 |
| 2023-06-30 | $1.1M | 3.4k | 341.00 |
| 2023-03-31 | $784k | 2.5k | 308.77 |
| 2022-12-31 | $377k | 1.2k | 308.90 |
| 2022-09-30 | $331k | 1.2k | 267.02 |
| 2022-06-30 | $333k | 1.2k | 273.02 |
| 2022-03-31 | $307k | 869 | 352.91 |