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Badgley Phelps Wealth Managers, LLC → BRK/A

Badgley Phelps Wealth Managers, LLC BRK/A Position History

Berkshire Hathaway Inc., Class A

Quarters held
10
Latest value
$75.3M
Q3 2026
Peak value
$76.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$6.8M
Q3 2025$71.3M
Q4 2025$8.3M
Q4 2025$75.1M
Q1 2026$7.2M
Q1 2026$73.7M
Q2 2026$6.7M
Q2 2026$76.5M
Q3 2026$6.7M
Q3 2026$75.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$75.3M151.3K——
Q3 2026$6.7M9——
Q2 2026$76.5M152.9K——
Q2 2026$6.7M9——
Q1 2026$73.7M153.7K——
Q1 2026$7.2M10——
Q4 2025$75.1M149.4K——
Q4 2025$8.3M11——
Q3 2025$71.3M141.8K——
Q3 2025$6.8M9——

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