Badgley Phelps Wealth Managers, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Badgley Phelps Wealth Managers, LLC

  • $4.44 Billion
  • Q2 2025

A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 143,081 shares of BRKB stock, worth $0. This represents 1.57% of its overall portfolio holdings.

Number of Shares
143,081
Previous 158,614 9.79%
Holding current value
$0
Previous $84.5 Million 17.72%
% of portfolio
1.57%
Previous 2.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 16, 2025
SELL
N/A
-15,533 Reduced 9.79%
143,081 $69.5 Million
Q1 2025

Apr 30, 2025
SELL
N/A
-339 Reduced 0.21%
158,614 $84.5 Million
Q4 2024

Feb 10, 2025
BUY
N/A
349 Added 0.22%
158,953 $72.1 Million
Q3 2024

Oct 17, 2024
BUY
N/A
5,053 Added 3.29%
158,604 $73 Million
Q2 2024

Aug 13, 2024
BUY
N/A
1,245 Added 0.82%
153,551 $62.5 Million
Q1 2024

May 15, 2024
BUY
N/A
2,187 Added 1.46%
152,306 $64 Million
Q4 2023

Feb 14, 2024
BUY
N/A
10,836 Added 7.78%
150,119 $53.5 Million
Q3 2023

Nov 02, 2023
BUY
N/A
6,603 Added 4.98%
139,283 $48.8 Million
Q2 2023

Aug 14, 2023
BUY
N/A
8,508 Added 6.85%
132,680 $45.2 Million
Q1 2023

Apr 28, 2023
BUY
N/A
2,165 Added 1.77%
124,172 $38.3 Million
Q4 2022

Jan 27, 2023
BUY
N/A
2,012 Added 1.68%
122,007 $0
Q3 2022

Nov 09, 2022
BUY
N/A
18,979 Added 18.79%
119,995 $32 Million
Q2 2022

Aug 01, 2022
SELL
N/A
-695 Reduced 0.68%
101,016 $27.6 Million
Q1 2022

May 09, 2022
SELL
N/A
-1,082 Reduced 1.05%
101,711 $35.9 Million
Q4 2021

Feb 08, 2022
BUY
N/A
2,592 Added 2.59%
102,793 $30.7 Million
Q3 2021

Nov 29, 2021
BUY
N/A
100,201 New
100,201 $27.3 Million

Others Institutions Holding BRKB

# of Institutions
85
Shares Held
25.4M
Call Options Held
0
Put Options Held
0
View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

BRKB Quotes by TradingView
  • Ticker BRKB
More about BRKB
Track This Portfolio

Track Badgley Phelps Wealth Managers, LLC Portfolio

Follow Badgley Phelps Wealth Managers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Badgley Phelps Wealth Managers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Badgley Phelps Wealth Managers, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email