Phoenix Wealth Advisors Berkshire Hathaway Inc Class B Transaction History

Phoenix Wealth Advisors

$229 Million
Q4 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 9,067 shares of BRK-B stock, worth $4.73 Million. This represents 1.79% of its overall portfolio holdings.

Number of Shares

9,067

Previous 9,212 1.57%

Holding current value

$4.73 Million

Previous $4.24 Million 3.07%

% of portfolio

1.79%

Previous 1.97%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	SELL	$442.29 - $483.08 $64,132 - $70,046	-145 Reduced 1.57%	9,067 $4.11 Million
Q3 2024 Nov 08, 2024	SELL	$405.19 - $478.57 $4.66 Million - $5.51 Million	-11,512 Reduced 55.55%	9,212 $4.24 Million
Q2 2024 Jul 17, 2024	BUY	$396.73 - $420.24 $4.52 Million - $4.78 Million	11,382 Added 121.84%	20,724 $8.43 Million
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

4,808

Shares Held

865M

Call Options Held

21.4M

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 $679B

More about BRK-B

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Phoenix Wealth Advisors Berkshire Hathaway Inc Class B Transaction History