SVWAG
Sound View Wealth Advisors Group’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Hold |
2
| – | – | 0.11% | 152 |
|
|
2025
Q1 | $1.6M | Hold |
2
| – | – | 0.13% | 139 |
|
|
2024
Q4 | $1.36M | Hold |
2
| – | – | 0.11% | 155 |
|
|
2024
Q3 | $1.38M | Hold |
2
| – | – | 0.11% | 154 |
|
|
2024
Q2 | $1.22M | Hold |
2
| – | – | 0.13% | 145 |
|
|
2024
Q1 | $1.27M | Hold |
2
| – | – | 0.14% | 144 |
|
|
2023
Q4 | $1.09M | Hold |
2
| – | – | 0.12% | 150 |
|
|
2023
Q3 | $1.06M | Hold |
2
| – | – | 0.13% | 142 |
|
|
2023
Q2 | $1.04M | Hold |
2
| – | – | 0.14% | 141 |
|
|
2023
Q1 | $931K | Hold |
2
| – | – | 0.13% | 155 |
|
|
2022
Q4 | $1.09M | Hold |
2
| – | – | 0.12% | 150 |
|
|
2022
Q3 | $813K | Hold |
2
| – | – | 0.18% | 117 |
|
|
2022
Q2 | $818K | Buy |
+2
| New | +$818K | 0.17% | 119 |
|