Berkshire Hathaway shares owned by Philip James Wealth Mangement
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Philip James Wealth Mangement
from 13F filings
Historical chart of Philip James Wealth Mangement investment in Berkshire Hathaway
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All positions including Berkshire Hathaway held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Berkshire Hathaway by Philip James Wealth Mangement
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222M | 442k | 502.74 |
| 2025-06-30 | $217M | 446k | 485.77 |
| 2025-03-31 | $253M | 475k | 532.58 |
| 2024-12-31 | $226M | 500k | 453.28 |
| 2024-09-30 | $239M | 518k | 460.26 |
| 2024-06-30 | $377k | 926 | 406.80 |
| 2024-03-31 | $562k | 1.3k | 420.52 |
| 2023-12-31 | $313k | 878 | 356.66 |
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