Phoenix Investment Adviser’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
2019
Q3
$500K Sell
2,406
-3,850
-62% -$800K 1.76% 16
2019
Q2
$1.33M Sell
6,256
-2,100
-25% -$448K 2.43% 9
2019
Q1
$1.68M Sell
8,356
-7,700
-48% -$1.55M 3.64% 2
2018
Q4
$3.28M Buy
16,056
+8,256
+106% +$1.69M 6.96% 2
2018
Q3
$1.67M Buy
+7,800
New +$1.67M 2.35% 9