SVWG
Shared Vision Wealth 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 | $754K | Buy |
1,598
+27
| +2% | +$12.7K | 0.38% | 42 |
|
|
2025
Q1 | $837K | Buy |
1,571
+15
| +1% | +$7.99K | 0.46% | 34 |
|
|
2024
Q4 | $705K | Hold |
1,556
| – | – | 0.37% | 38 |
|
|
2024
Q3 | $716K | Hold |
1,556
| – | – | 0.38% | 36 |
|
|
2024
Q2 | $633K | Hold |
1,556
| – | – | 0.37% | 39 |
|
|
2024
Q1 | $654K | Hold |
1,556
| – | – | 0.41% | 35 |
|
|
2023
Q4 | $555K | Buy |
+1,556
| New | +$555K | 0.37% | 38 |
|