Phillips Financial Management’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 | $1.13M | Buy |
2,318
+50
| +2% | +$24.3K | 0.08% | 101 |
|
|
2025
Q1 | $1.21M | Buy |
2,268
+112
| +5% | +$59.6K | 0.09% | 97 |
|
|
2024
Q4 | $977K | Buy |
2,156
+43
| +2% | +$19.5K | 0.08% | 104 |
|
|
2024
Q3 | $973K | Sell |
2,113
-232
| -10% | -$107K | 0.08% | 110 |
|
|
2024
Q2 | $954K | Buy |
2,345
+136
| +6% | +$55.3K | 0.08% | 109 |
|
|
2024
Q1 | $929K | Sell |
2,209
-74
| -3% | -$31.1K | 0.08% | 108 |
|
|
2023
Q4 | $814K | Buy |
2,283
+143
| +7% | +$51K | 0.07% | 109 |
|
|
2023
Q3 | $750K | Buy |
2,140
+322
| +18% | +$113K | 0.07% | 108 |
|
|
2023
Q2 | $620K | Buy |
1,818
+46
| +3% | +$15.7K | 0.06% | 120 |
|
|
2023
Q1 | $547K | Buy |
1,772
+29
| +2% | +$8.95K | 0.05% | 122 |
|
|
2022
Q4 | $538K | Buy |
1,743
+112
| +7% | +$34.6K | 0.05% | 111 |
|
|
2022
Q3 | $436K | Buy |
+1,631
| New | +$436K | 0.05% | 116 |
|
|
2022
Q2 | – | Sell |
-1,250
| Closed | -$442K | – | 111 |
|
|
2022
Q1 | $442K | Buy |
+1,250
| New | +$442K | 0.04% | 107 |
|