SNT
Security National Trust’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $747K | Hold |
2,687
| – | – | 0.17% | 96 |
|
|
2021
Q2 | $747K | Buy |
2,687
+6
| +0.2% | +$1.67K | 0.17% | 100 |
|
|
2021
Q1 | $685K | Buy |
+2,681
| New | +$685K | 0.16% | 102 |
|
|
2020
Q4 | – | Sell |
-2,644
| Closed | -$563K | – | 412 |
|
|
2020
Q3 | $563K | Buy |
2,644
+28
| +1% | +$5.96K | 0.16% | 100 |
|
|
2020
Q2 | $467K | Buy |
2,616
+150
| +6% | +$26.8K | 0.14% | 107 |
|
|
2020
Q1 | $450K | Sell |
2,466
-30
| -1% | -$5.47K | 0.16% | 98 |
|
|
2019
Q4 | $566K | Buy |
2,496
+210
| +9% | +$47.6K | 0.16% | 101 |
|
|
2019
Q3 | $476K | Sell |
2,286
-5
| -0.2% | -$1.04K | 0.15% | 106 |
|
|
2019
Q2 | $489K | Hold |
2,291
| – | – | 0.15% | 104 |
|
|
2019
Q1 | $460K | Sell |
2,291
-20
| -0.9% | -$4.02K | 0.15% | 104 |
|
|
2018
Q4 | $472K | Hold |
2,311
| – | – | 0.18% | 99 |
|
|
2018
Q3 | $495K | Sell |
2,311
-10
| -0.4% | -$2.14K | 0.16% | 105 |
|
|
2018
Q2 | $433K | Hold |
2,321
| – | – | 0.14% | 113 |
|
|
2018
Q1 | $463K | Sell |
2,321
-36
| -2% | -$7.18K | 0.15% | 111 |
|
|
2017
Q4 | $467K | Hold |
2,357
| – | – | 0.15% | 110 |
|
|
2017
Q3 | $432K | Sell |
2,357
-39
| -2% | -$7.15K | 0.14% | 117 |
|
|
2017
Q2 | $406K | Hold |
2,396
| – | – | 0.14% | 119 |
|
|
2017
Q1 | $399K | Sell |
2,396
-1,041
| -30% | -$173K | 0.13% | 124 |
|
|
2016
Q4 | $561K | Sell |
3,437
-161
| -4% | -$26.3K | 0.2% | 101 |
|
|
2016
Q3 | $519K | Hold |
3,598
| – | – | 0.19% | 102 |
|
|
2016
Q2 | $521K | Buy |
3,598
+150
| +4% | +$21.7K | 0.19% | 101 |
|
|
2016
Q1 | $489K | Sell |
3,448
-154
| -4% | -$21.8K | 0.18% | 105 |
|
|
2015
Q4 | $475K | Hold |
3,602
| – | – | 0.19% | 99 |
|
|
2015
Q3 | $469K | Hold |
3,602
| – | – | 0.18% | 104 |
|
|
2015
Q2 | $490K | Hold |
3,602
| – | – | 0.18% | 107 |
|
|
2015
Q1 | $520K | Hold |
3,602
| – | – | 0.18% | 107 |
|
|
2014
Q4 | $541K | Sell |
3,602
-965
| -21% | -$145K | 0.2% | 99 |
|
|
2014
Q3 | $631K | Sell |
4,567
-50
| -1% | -$6.91K | 0.26% | 88 |
|
|
2014
Q2 | $584K | Sell |
4,617
-50
| -1% | -$6.32K | 0.23% | 94 |
|
|
2014
Q1 | $583K | Sell |
4,667
-14
| -0.3% | -$1.75K | 0.24% | 92 |
|
|
2013
Q4 | $555K | Sell |
4,681
-250
| -5% | -$29.6K | 0.23% | 96 |
|
|
2013
Q3 | $560K | Buy |
4,931
+165
| +3% | +$18.7K | 0.25% | 92 |
|
|
2013
Q2 | $533K | Buy |
+4,766
| New | +$533K | 0.26% | 89 |
|