Phillips Wealth Planners LLC BRK.A Holdings History
Phillips Wealth Planners LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 2.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $1.43 Mil. This investment constitutes 1.3% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.
The initial trade took place in 2023Q1. And since then Phillips Wealth Planners LLC has made 1 purchases of BRK.A, at an average price of $466,851.00, for a total of 2.00 shares. Based on historical transaction data and BRK.A's current price of $721154.94, Phillips Wealth Planners LLC's estimated gain on his BRK.A holdings is $508,607.88, reflecting a 54.47% gain to date.
Phillips Wealth Planners LLC BRK.A ($721154.94) Holding Chart
Phillips Wealth Planners LLC BRK.A ($721154.94) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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