Phillips Wealth Planners’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 | $306K | Buy |
641
+1
| +0.2% | +$477 | 0.28% | 130 |
|
|
2025
Q1 | $335K | Sell |
640
-9
| -1% | -$4.72K | 0.35% | 97 |
|
|
2024
Q4 | $287K | Hold |
649
| – | – | 0.29% | 121 |
|
|
2024
Q3 | $302K | Sell |
649
-25
| -4% | -$11.6K | 0.29% | 125 |
|
|
2024
Q2 | $279K | Sell |
674
-55
| -8% | -$22.8K | 0.29% | 130 |
|
|
2024
Q1 | $289K | Sell |
729
-10
| -1% | -$3.97K | 0.33% | 115 |
|
|
2023
Q4 | $268K | Sell |
739
-19
| -3% | -$6.89K | 0.32% | 121 |
|
|
2023
Q3 | $257K | Sell |
758
-3
| -0.4% | -$1.02K | 0.35% | 113 |
|
|
2023
Q2 | $260K | Sell |
761
-147
| -16% | -$50.1K | 0.34% | 110 |
|
|
2023
Q1 | $300K | Buy |
+908
| New | +$300K | 0.4% | 96 |
|