GVAG
Great Valley Advisor Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.3M | Sell |
35,611
-11,620
| -25% | -$5.64M | 0.38% | 67 |
|
|
2025
Q1 | $25.2M | Sell |
47,231
-415
| -0.9% | -$221K | 0.54% | 45 |
|
|
2024
Q4 | $21.6M | Buy |
47,646
+1,628
| +4% | +$738K | 0.48% | 49 |
|
|
2024
Q3 | $21.2M | Buy |
46,018
+1,230
| +3% | +$566K | 0.52% | 47 |
|
|
2024
Q2 | $18.2M | Buy |
44,788
+2,998
| +7% | +$1.22M | 0.51% | 50 |
|
|
2024
Q1 | $17.6M | Buy |
41,790
+18,235
| +77% | +$7.67M | 0.53% | 44 |
|
|
2023
Q4 | $8.4M | Buy |
23,555
+1,862
| +9% | +$664K | 0.29% | 85 |
|
|
2023
Q3 | $7.6M | Buy |
21,693
+107
| +0.5% | +$37.5K | 0.32% | 80 |
|
|
2023
Q2 | $7.36M | Buy |
21,586
+1,908
| +10% | +$651K | 0.31% | 84 |
|
|
2023
Q1 | $6.08M | Sell |
19,678
-11,977
| -38% | -$3.7M | 0.28% | 95 |
|
|
2022
Q4 | $9.78M | Sell |
31,655
-2,022
| -6% | -$625K | 0.5% | 47 |
|
|
2022
Q3 | $8.99M | Buy |
33,677
+1,791
| +6% | +$478K | 0.5% | 48 |
|
|
2022
Q2 | $8.71M | Buy |
31,886
+8,899
| +39% | +$2.43M | 0.48% | 51 |
|
|
2022
Q1 | $8.02M | Buy |
22,987
+4,069
| +22% | +$1.42M | 0.47% | 54 |
|
|
2021
Q4 | $5.64M | Sell |
18,918
-3,485
| -16% | -$1.04M | 0.35% | 74 |
|
|
2021
Q3 | $6.12M | Buy |
22,403
+3,116
| +16% | +$851K | 0.42% | 59 |
|
|
2021
Q2 | $5.34M | Buy |
19,287
+8,819
| +84% | +$2.44M | 0.39% | 61 |
|
|
2021
Q1 | $2.68M | Buy |
10,468
+132
| +1% | +$33.7K | 0.26% | 97 |
|
|
2020
Q4 | $2.4M | Sell |
10,336
-1,346
| -12% | -$312K | 0.25% | 92 |
|
|
2020
Q3 | $2.49M | Buy |
11,682
+3,137
| +37% | +$668K | 0.31% | 77 |
|
|
2020
Q2 | $1.53M | Sell |
8,545
-2,360
| -22% | -$421K | 0.25% | 109 |
|
|
2020
Q1 | $1.99M | Sell |
10,905
-1,747
| -14% | -$319K | 0.53% | 51 |
|
|
2019
Q4 | $2.87M | Sell |
12,652
-3,250
| -20% | -$736K | 0.64% | 41 |
|
|
2019
Q3 | $3.31M | Sell |
15,902
-425
| -3% | -$88.4K | 0.8% | 26 |
|
|
2019
Q2 | $3.48M | Sell |
16,327
-602
| -4% | -$128K | 0.87% | 20 |
|
|
2019
Q1 | $3.4M | Sell |
16,929
-147
| -0.9% | -$29.5K | 1.08% | 17 |
|
|
2018
Q4 | $3.49M | Buy |
+17,076
| New | +$3.49M | 1.3% | 15 |
|