Phillips Financial Management, LLC Berkshire Hathaway Inc Class B Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Phillips Financial Management, LLC holds 2,113 shares of BRK-B stock, worth $997,462. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,113
Previous 2,345 9.89%
Holding current value
$997,462
Previous $953,000 1.99%
% of portfolio
0.08%
Previous 0.08%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$405.19 - $478.57 $94,004 - $111,028
-232 Reduced 9.89%
2,113 $972,000
Q2 2024

Aug 08, 2024
BUY
$396.73 - $420.24 $53,955 - $57,152
136 Added 6.16%
2,345 $953,000
Q1 2024

Apr 23, 2024
SELL
$359.29 - $420.52 $26,587 - $31,118
-74 Reduced 3.24%
2,209 $928,000
Q4 2023

Jan 25, 2024
BUY
$331.71 - $362.68 $47,434 - $51,863
143 Added 6.68%
2,283 $814,000
Q3 2023

Nov 09, 2023
BUY
$340.9 - $370.48 $109,769 - $119,294
322 Added 17.71%
2,140 $749,000
Q2 2023

Aug 11, 2023
BUY
$309.07 - $341.0 $14,217 - $15,686
46 Added 2.6%
1,818 $619,000
Q1 2023

May 08, 2023
BUY
$293.51 - $320.37 $8,511 - $9,290
29 Added 1.66%
1,772 $547,000
Q4 2022

Jan 24, 2023
BUY
$264.0 - $318.6 $29,568 - $35,683
112 Added 6.87%
1,743 $0
Q3 2022

Nov 08, 2022
BUY
$264.32 - $306.65 $431,105 - $500,146
1,631 New
1,631 $436,000
Q2 2022

Jul 22, 2022
SELL
$267.52 - $353.1 $334,400 - $441,375
-1,250 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$300.79 - $359.57 $375,987 - $449,462
1,250 New
1,250 $442,000

Others Institutions Holding BRK-B

# of Institutions
4,376
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
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 $614B
More about BRK-B
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