Philip James Wealth Mangement’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $217M | Sell |
445,835
-28,852
| -6% | -$14M | 27.62% | 1 |
|
|
2025
Q1 | $253M | Sell |
474,687
-24,878
| -5% | -$13.2M | 30.76% | 1 |
|
|
2024
Q4 | $226M | Sell |
499,565
-18,595
| -4% | -$8.43M | 29.27% | 1 |
|
|
2024
Q3 | $238M | Buy |
518,160
+517,234
| +55,857% | +$238M | 29.29% | 1 |
|
|
2024
Q2 | $377K | Sell |
926
-411
| -31% | -$167K | 0.25% | 39 |
|
|
2024
Q1 | $562K | Buy |
1,337
+459
| +52% | +$193K | 0.4% | 32 |
|
|
2023
Q4 | $313K | Buy |
+878
| New | +$313K | 0.24% | 51 |
|