Berkshire Hathaway shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) 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 |
|---|---|---|---|
| 2025-12-31 | $327k | 675 | 483.83 |
| 2025-09-30 | $321k | 641 | 500.02 |
| 2025-06-30 | $306k | 641 | 477.47 |
| 2025-03-31 | $335k | 640 | 524.11 |
| 2024-12-31 | $287k | 649 | 442.66 |
| 2024-09-30 | $302k | 649 | 465.69 |
| 2024-06-30 | $279k | 674 | 413.79 |
| 2024-03-31 | $289k | 729 | 396.92 |
| 2023-12-31 | $268k | 739 | 362.38 |
| 2023-09-30 | $257k | 758 | 338.66 |
| 2023-06-30 | $260k | 761 | 341.00 |
| 2023-03-31 | $300k | 908 | 330.17 |
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