Phoenix Financial’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 | $17.2M | Buy |
35,463
+5,374
| +18% | +$2.61M | 0.23% | 65 |
|
|
2025
Q1 | $16M | Sell |
30,089
-1,921
| -6% | -$1.02M | 0.25% | 70 |
|
|
2024
Q4 | $14.5M | Buy |
32,010
+2,327
| +8% | +$1.05M | 0.2% | 76 |
|
|
2024
Q3 | $13.7M | Buy |
29,683
+4,945
| +20% | +$2.28M | 0.2% | 78 |
|
|
2024
Q2 | $10.1M | Buy |
24,738
+9,932
| +67% | +$4.04M | 0.15% | 80 |
|
|
2024
Q1 | $6.22M | Buy |
14,806
+1,196
| +9% | +$503K | 0.09% | 119 |
|
|
2023
Q4 | $4.86M | Sell |
13,610
-31
| -0.2% | -$11.1K | 0.08% | 115 |
|
|
2023
Q3 | $4.82M | Buy |
+13,641
| New | +$4.82M | 0.09% | 99 |
|
|
2023
Q2 | – | Sell |
-12,528
| Closed | -$3.84M | – | 326 |
|
|
2023
Q1 | $3.84M | Buy |
12,528
+2,161
| +21% | +$663K | 0.09% | 103 |
|
|
2022
Q4 | $3.2M | Buy |
10,367
+96
| +0.9% | +$29.6K | 0.06% | 104 |
|
|
2022
Q3 | $2.77M | Buy |
10,271
+9,115
| +788% | +$2.45M | 0.06% | 125 |
|
|
2022
Q2 | $315K | Sell |
1,156
-83
| -7% | -$22.6K | 0.01% | 300 |
|
|
2022
Q1 | $444K | Sell |
1,239
-5,421
| -81% | -$1.94M | 0.01% | 298 |
|
|
2021
Q4 | $1.99M | Sell |
6,660
-308
| -4% | -$92.1K | 0.03% | 193 |
|
|
2021
Q3 | $1.9M | Buy |
+6,968
| New | +$1.9M | 0.03% | 209 |
|
|
2021
Q2 | – | Sell |
-39,895
| Closed | -$10.2M | – | 309 |
|
|
2021
Q1 | $10.2M | Buy |
+39,895
| New | +$10.2M | 0.23% | 105 |
|
|
2020
Q3 | – | Sell |
-13,089
| Closed | -$2.2M | – | 338 |
|
|
2020
Q2 | $2.2M | Buy |
13,089
+3,137
| +32% | +$527K | 0.09% | 149 |
|
|
2020
Q1 | $1.76M | Buy |
+9,952
| New | +$1.76M | 0.09% | 166 |
|