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

Philip James Wealth Mangement, LLC

  • $150 Billion
  • Q2 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 926 shares of BRK-B stock, worth $405,875. This represents 0.25% of its overall portfolio holdings.

Number of Shares
926
Previous 1,337 30.74%
Holding current value
$405,875
Previous $562 Million 33.0%
% of portfolio
0.25%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
4,186
Shares Held
821M
Call Options Held
18.5M
Put Options Held
9.78M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $570B
More about BRK-B
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