Berkshire Hathaway shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 2 | 750750.00 |
| 2025-06-30 | $1.4M | 2 | 715269.00 |
| 2025-03-31 | $1.6M | 2 | 784000.00 |
| 2024-12-31 | $1.3M | 2 | 663000.00 |
| 2024-09-30 | $1.4M | 2 | 699413.00 |
| 2024-06-30 | $1.2M | 2 | 622506.50 |
| 2024-03-31 | $1.2M | 2 | 598160.00 |
| 2023-12-31 | $1.1M | 2 | 549477.00 |
| 2023-09-30 | $1.0M | 2 | 515550.00 |
| 2023-06-30 | $1.0M | 2 | 517810.00 |
| 2023-03-31 | $1.0M | 2 | 503400.00 |
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