Phillips Wealth Planners LLC's ownership history for BRK.B

Phillips Wealth Planners LLC currently holds 641 shares with a market value of $320.5K. It started holding BRK.B on 2024-09-30. At its peak, it held 649 shares on 2024-09-30. Its highest holding value was $335.4K on 2025-03-31. At its lowest, it held 640 shares on 2025-03-31, with a value of $287.3K on 2024-12-31. In the recent 180 days, Phillips Wealth Planners LLC has increased its shares by 1. In the recent year, Phillips Wealth Planners LLC has decreased its shares by 8.