Phillips Wealth Planners LLC Berkshire Hathaway Inc Class B Transaction History

Phillips Wealth Planners LLC

$104 Billion
Q3 2024

A detailed history of Phillips Wealth Planners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 649 shares of BRK-B stock, worth $309,293. This represents 0.29% of its overall portfolio holdings.

Number of Shares

649

Previous 674 3.71%

Holding current value

$309,293

Previous $279 Million 8.37%

% of portfolio

0.29%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$405.19 - $478.57 $10,129 - $11,964	-25 Reduced 3.71%	649 $302 Million
Q2 2024 Aug 02, 2024	SELL	$396.73 - $420.24 $21,820 - $23,113	-55 Reduced 7.54%	674 $279 Million
Q1 2024 Apr 29, 2024	SELL	$359.29 - $420.52 $3,592 - $4,205	-10 Reduced 1.35%	729 $289 Million
Q4 2023 Feb 12, 2024	SELL	$331.71 - $362.68 $6,302 - $6,890	-19 Reduced 2.51%	739 $268 Million
Q3 2023 Oct 30, 2023	SELL	$340.9 - $370.48 $1,022 - $1,111	-3 Reduced 0.39%	758 $257 Million
Q2 2023 Jul 26, 2023	SELL	$309.07 - $341.0 $45,433 - $50,127	-147 Reduced 16.19%	761 $260 Million
Q1 2023 May 15, 2023	BUY	$293.51 - $320.37 $266,507 - $290,895	908 New	908 $300 Million

Others Institutions Holding BRK-B

# of Institutions

4,377

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $620B

More about BRK-B

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Phillips Wealth Planners LLC Berkshire Hathaway Inc Class B Transaction History