Phillips Wealth Planners’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Hold |
2
| – | – | 1.3% | 9 |
|
|
2025
Q1 | $1.57M | Hold |
2
| – | – | 1.66% | 5 |
|
|
2024
Q4 | $1.33M | Hold |
2
| – | – | 1.32% | 13 |
|
|
2024
Q3 | $1.4M | Hold |
2
| – | – | 1.34% | 11 |
|
|
2024
Q2 | $1.25M | Hold |
2
| – | – | 1.31% | 14 |
|
|
2024
Q1 | $1.2M | Hold |
2
| – | – | 1.38% | 12 |
|
|
2023
Q4 | $1.1M | Hold |
2
| – | – | 1.32% | 16 |
|
|
2023
Q3 | $1.03M | Hold |
2
| – | – | 1.4% | 14 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 1.36% | 15 |
|
|
2023
Q1 | $1.01M | Buy |
+2
| New | +$1.01M | 1.33% | 13 |
|