Phoenix Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Phoenix Wealth Advisors

$164 Million
Q1 2024

A detailed history of Phoenix Wealth Advisors transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Phoenix Wealth Advisors holds 9,342 shares of BRK-B stock, worth $3.87 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

9,342

Previous 9,312 0.32%

Holding current value

$3.87 Million

Previous $3.32 Million 18.28%

% of portfolio

2.4%

Previous 2.32%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 26, 2024	BUY	$359.29 - $420.52 $10,778 - $12,615	30 Added 0.32%	9,342 $3.93 Million
Q4 2023 Jan 30, 2024	SELL	$331.71 - $362.68 $15,922 - $17,408	-48 Reduced 0.51%	9,312 $3.32 Million
Q3 2023 Nov 06, 2023	BUY	$340.9 - $370.48 $102,270 - $111,144	300 Added 3.31%	9,360 $3.28 Million
Q2 2023 Jul 13, 2023	SELL	$309.07 - $341.0 $74,176 - $81,840	-240 Reduced 2.58%	9,060 $3.09 Million
Q4 2022 Feb 06, 2023	SELL	$264.0 - $318.6 $54,648 - $65,950	-207 Reduced 2.18%	9,300 $2.87 Million

Q3 2022 Nov 07, 2022	SELL	$264.32 - $306.65 $44,405 - $51,517	-168 Reduced 1.74%	9,507 $2.54 Million
Q2 2022 Aug 01, 2022	SELL	$267.52 - $353.1 $19,261 - $25,423	-72 Reduced 0.74%	9,675 $2.64 Million
Q1 2022 May 02, 2022	SELL	$300.79 - $359.57 $90,237 - $107,871	-300 Reduced 2.99%	9,747 $3.36 Million
Q4 2021 Feb 11, 2022	SELL	$273.64 - $300.17 $85,922 - $94,253	-314 Reduced 3.03%	10,047 $3 Million
Q2 2021 Jul 23, 2021	SELL	$258.2 - $292.52 $79,267 - $89,803	-307 Reduced 2.88%	10,361 $2.87 Million
Q1 2021 Apr 12, 2021	SELL	$227.36 - $263.99 $68,208 - $79,197	-300 Reduced 2.74%	10,668 $2.75 Million
Q4 2020 Feb 05, 2021	BUY	$200.7 - $233.92 $2.2 Million - $2.57 Million	10,968 New	10,968 $2.54 Million

Others Institutions Holding BRK-B

# of Institutions

4,169

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $538B

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Phoenix Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Phoenix Wealth Advisors with notifications on news.

Account

Phoenix Wealth Advisors Berkshire Hathaway Inc Class B Transaction History