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
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Phoenix Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Phoenix Wealth Advisors
Home Depot (HD)
View all positions for Phoenix Wealth Advisors