Philip James Wealth Mangement, LLC Berkshire Hathaway Inc Class B Transaction History
Philip James Wealth Mangement, LLC
- $857 Billion
- Q3 2025
A detailed history of Philip James Wealth Mangement, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 442,092 shares of BRK-B stock, worth $225 Million. This represents 25.94% of its overall portfolio holdings.
Number of Shares
442,092
Previous 445,835
0.84%
Holding current value
$225 Million
Previous $217 Billion
2.62%
% of portfolio
25.94%
Previous 27.62%
Shares
8 transactions
Others Institutions Holding BRK-B
# of Institutions
5,127Shares Held
882MCall Options Held
19.6MPut Options Held
15.2M-
Vanguard Group Inc Valley Forge, PA154MShares$78.5 Billion1.2% of portfolio
-
Black Rock Inc. New York, NY107MShares$54.6 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.8MShares$37.1 Billion1.31% of portfolio
-
Geode Capital Management, LLC Boston, MA40MShares$20.3 Billion1.32% of portfolio
-
Morgan Stanley New York, NY26.6MShares$13.5 Billion0.84% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $662B