SAG
SageView Advisory 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 | $8.02M | Sell |
16,643
-233
| -1% | -$112K | 0.3% | 38 |
|
|
2025
Q1 | $8.99M | Buy |
16,876
+2,911
| +21% | +$1.55M | 0.38% | 32 |
|
|
2024
Q4 | $6.33M | Buy |
13,965
+3,677
| +36% | +$1.67M | 0.27% | 48 |
|
|
2024
Q3 | $4.74M | Sell |
10,288
-1,929
| -16% | -$888K | 0.24% | 54 |
|
|
2024
Q2 | $4.97M | Buy |
12,217
+468
| +4% | +$190K | 0.23% | 55 |
|
|
2024
Q1 | $4.94M | Sell |
11,749
-1,242
| -10% | -$522K | 0.25% | 51 |
|
|
2023
Q4 | $5.03M | Buy |
12,991
+1,611
| +14% | +$624K | 0.22% | 64 |
|
|
2023
Q3 | $3.99M | Buy |
11,380
+72
| +0.6% | +$25.2K | 0.23% | 68 |
|
|
2023
Q2 | $3.86M | Buy |
11,308
+1,201
| +12% | +$410K | 0.21% | 70 |
|
|
2023
Q1 | $3.12M | Buy |
10,107
+2,934
| +41% | +$906K | 0.2% | 79 |
|
|
2022
Q4 | $2.22M | Buy |
+7,173
| New | +$2.22M | 0.18% | 91 |
|