Berkshire Hathaway shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.1M | 9.1k | 453.28 |
| 2024-09-30 | $4.2M | 9.2k | 460.26 |
| 2024-06-30 | $8.4M | 21k | 406.80 |
| 2024-03-31 | $3.9M | 9.3k | 420.52 |
| 2023-12-31 | $3.4M | 9.3k | 362.46 |
| 2023-09-30 | $3.3M | 9.4k | 350.30 |
| 2023-06-30 | $3.1M | 9.1k | 341.00 |
| 2023-03-31 | $2.9M | 9.3k | 308.77 |
| 2022-12-31 | $2.9M | 9.3k | 308.90 |
| 2022-09-30 | $2.5M | 9.5k | 267.07 |
| 2022-06-30 | $2.6M | 9.7k | 272.97 |
| 2022-03-31 | $3.4M | 9.7k | 344.72 |
| 2021-12-31 | $3.0M | 10k | 298.99 |
| 2021-09-30 | $2.8M | 10k | 272.95 |
| 2021-06-30 | $2.9M | 10k | 277.29 |
| 2021-03-31 | $2.8M | 11k | 258.16 |
| 2020-12-31 | $2.5M | 11k | 231.86 |