Berkshire Hathaway shares owned by Phillips Financial Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Phillips Financial Management
from 13F filings
Historical chart of Phillips Financial Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Phillips Financial Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Phillips Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $977k | 2.2k | 453.28 |
| 2024-09-30 | $973k | 2.1k | 460.26 |
| 2024-06-30 | $954k | 2.3k | 406.80 |
| 2024-03-31 | $929k | 2.2k | 420.52 |
| 2023-12-31 | $814k | 2.3k | 356.66 |
| 2023-09-30 | $750k | 2.1k | 350.30 |
| 2023-06-30 | $620k | 1.8k | 341.00 |
| 2023-03-31 | $547k | 1.8k | 308.77 |
| 2022-12-31 | $538k | 1.7k | 308.90 |
| 2022-09-30 | $436k | 1.6k | 267.32 |
| 2022-03-31 | $442k | 1.3k | 353.60 |
More positions owned by Phillips Financial Management
View all positions for Phillips Financial Management