Philip James Wealth Mangement, LLC Berkshire Hathaway Inc Class B Transaction History

Philip James Wealth Mangement, LLC

$774 Billion
Q4 2024

A detailed history of Philip James Wealth Mangement, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 499,565 shares of BRK-B stock, worth $237 Million. This represents 29.27% of its overall portfolio holdings.

Number of Shares

499,565

Previous 518,160 3.59%

Holding current value

$237 Million

Previous $238 Billion 5.05%

% of portfolio

29.27%

Previous 29.28%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$442.29 - $483.08 $8.22 Million - $8.98 Million	-18,595 Reduced 3.59%	499,565 $226 Billion
Q3 2024 Oct 31, 2024	BUY	$405.19 - $478.57 $210 Million - $248 Million	517,234 Added 55856.8%	518,160 $238 Billion
Q2 2024 Jul 23, 2024	SELL	$396.73 - $420.24 $163,056 - $172,718	-411 Reduced 30.74%	926 $377 Million
Q1 2024 Apr 29, 2024	BUY	$359.29 - $420.52 $164,914 - $193,018	459 Added 52.28%	1,337 $562 Million
Q4 2023 Jan 29, 2024	BUY	$331.71 - $362.68 $291,241 - $318,433	878 New	878 $313 Million

Others Institutions Holding BRK-B

# of Institutions

4,534

Shares Held

841M

Call Options Held

21.1M

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 $616B

More about BRK-B

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Philip James Wealth Mangement, LLC Berkshire Hathaway Inc Class B Transaction History