Phoenix Wealth Advisors’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 | $4.39M | Buy |
9,040
+15
| +0.2% | +$7.29K | 1.84% | 14 |
|
|
2025
Q1 | $4.81M | Sell |
9,025
-42
| -0.5% | -$22.4K | 2.09% | 13 |
|
|
2024
Q4 | $4.11M | Sell |
9,067
-145
| -2% | -$65.7K | 1.78% | 15 |
|
|
2024
Q3 | $4.24M | Sell |
9,212
-11,512
| -56% | -$5.3M | 1.97% | 11 |
|
|
2024
Q2 | $8.43M | Buy |
20,724
+11,382
| +122% | +$4.63M | 4.23% | 4 |
|
|
2024
Q1 | $3.93M | Buy |
9,342
+30
| +0.3% | +$12.6K | 2.39% | 9 |
|
|
2023
Q4 | $3.38M | Sell |
9,312
-48
| -0.5% | -$17.4K | 2.35% | 8 |
|
|
2023
Q3 | $3.28M | Buy |
9,360
+300
| +3% | +$105K | 1.93% | 9 |
|
|
2023
Q2 | $3.09M | Sell |
9,060
-240
| -3% | -$81.8K | 1.8% | 13 |
|
|
2023
Q1 | $2.87M | Hold |
9,300
| – | – | 1.78% | 14 |
|
|
2022
Q4 | $2.87M | Sell |
9,300
-207
| -2% | -$63.9K | 1.73% | 17 |
|
|
2022
Q3 | $2.54M | Sell |
9,507
-168
| -2% | -$44.9K | 2.54% | 10 |
|
|
2022
Q2 | $2.64M | Sell |
9,675
-72
| -0.7% | -$19.7K | 2.6% | 12 |
|
|
2022
Q1 | $3.36M | Sell |
9,747
-300
| -3% | -$103K | 3.47% | 5 |
|
|
2021
Q4 | $3M | Sell |
10,047
-314
| -3% | -$93.9K | 2.27% | 14 |
|
|
2021
Q3 | $2.83M | Hold |
10,361
| – | – | 2.11% | 16 |
|
|
2021
Q2 | $2.87M | Sell |
10,361
-307
| -3% | -$85.1K | 2.07% | 12 |
|
|
2021
Q1 | $2.75M | Sell |
10,668
-300
| -3% | -$77.4K | 2.14% | 10 |
|
|
2020
Q4 | $2.54M | Buy |
+10,968
| New | +$2.54M | 1.93% | 13 |
|