Phoenix Wealth Advisors's ownership history for BRK.B

Phoenix Wealth Advisors currently holds 9.0K shares with a market value of $4.5M. It started holding BRK.B on 2024-09-30. At its peak, it held 9.2K shares on 2024-09-30. Its highest holding value was $4.8M on 2025-03-31. At its lowest, it held 9.0K shares on 2025-03-31, with a value of $4.1M on 2024-12-31. In the recent 180 days, Phoenix Wealth Advisors has increased its shares by 15. In the recent year, Phoenix Wealth Advisors has decreased its shares by 172.