Philip James Wealth Mangement »

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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Philip James Wealth Mangement consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Berkshire Hathaway by Philip James Wealth Mangement

Quarter filed Position value Share count Share price at filing
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

More positions owned by Philip James Wealth Mangement

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)
Intel Corporation (INTC)
Qualcomm (QCOM)
Occidental Pete Corp *w Exp 08/03/202 (OXY.WS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Msci Acwi Ex Us (ACWX)
Organon & Co Common Stock (OGN)
Hp (HPQ)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Ishares Tr Core Div Grwth (DGRO)
Johnson & Johnson (JNJ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Total Stk Mkt (VTI)
Alibaba Group Hldg Sponsored Ads (BABA)

View all positions for Philip James Wealth Mangement

Top funds holding Berkshire Hathaway

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bill & Melinda Gates Foundation Trust
Bank of New York Mellon
T. Rowe Price Associates
Jpmorgan Chase & Co
Bank of America Corporation
Charles Schwab Investment Management
Royal Bank of Canada
Susquehanna International
International Assets Investment Management
Goldman Sachs Group

View all funds holding Berkshire Hathaway