SVWAG
Sound View Wealth Advisors 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 | $9.21M | Buy |
18,965
+232
| +1% | +$113K | 0.68% | 39 |
|
|
2025
Q1 | $9.98M | Sell |
18,733
-349
| -2% | -$186K | 0.82% | 32 |
|
|
2024
Q4 | $8.65M | Sell |
19,082
-83
| -0.4% | -$37.6K | 0.7% | 36 |
|
|
2024
Q3 | $8.82M | Buy |
19,165
+1,692
| +10% | +$779K | 0.72% | 35 |
|
|
2024
Q2 | $7.11M | Sell |
17,473
-144
| -0.8% | -$58.6K | 0.73% | 38 |
|
|
2024
Q1 | $7.41M | Sell |
17,617
-1,451
| -8% | -$610K | 0.79% | 34 |
|
|
2023
Q4 | $6.8M | Buy |
19,068
+11
| +0.1% | +$3.92K | 0.75% | 36 |
|
|
2023
Q3 | $6.68M | Buy |
19,057
+1,420
| +8% | +$497K | 0.83% | 33 |
|
|
2023
Q2 | $6.01M | Sell |
17,637
-466
| -3% | -$159K | 0.79% | 35 |
|
|
2023
Q1 | $5.59M | Sell |
18,103
-965
| -5% | -$298K | 0.77% | 36 |
|
|
2022
Q4 | $6.8M | Buy |
19,068
+4,804
| +34% | +$1.71M | 0.75% | 36 |
|
|
2022
Q3 | $3.81M | Buy |
14,264
+125
| +0.9% | +$33.4K | 0.85% | 34 |
|
|
2022
Q2 | $3.86M | Sell |
14,139
-25
| -0.2% | -$6.83K | 0.81% | 37 |
|
|
2022
Q1 | $5M | Sell |
14,164
-134
| -0.9% | -$47.3K | 0.95% | 30 |
|
|
2021
Q4 | $4.28M | Buy |
14,298
+110
| +0.8% | +$32.9K | 0.81% | 36 |
|
|
2021
Q3 | $3.87M | Sell |
14,188
-746
| -5% | -$204K | 0.81% | 39 |
|
|
2021
Q2 | $4.15M | Sell |
14,934
-792
| -5% | -$220K | 0.87% | 36 |
|
|
2021
Q1 | $4.02M | Buy |
15,726
+53
| +0.3% | +$13.5K | 0.94% | 32 |
|
|
2020
Q4 | $3.63M | Sell |
15,673
-233
| -1% | -$54K | 0.89% | 35 |
|
|
2020
Q3 | $3.39M | Sell |
15,906
-98
| -0.6% | -$20.9K | 0.89% | 34 |
|
|
2020
Q2 | $2.86M | Sell |
16,004
-97
| -0.6% | -$17.3K | 0.8% | 38 |
|
|
2020
Q1 | $2.94M | Sell |
16,101
-1,021
| -6% | -$187K | 1.02% | 33 |
|
|
2019
Q4 | $3.88M | Sell |
17,122
-901
| -5% | -$204K | 1.09% | 27 |
|
|
2019
Q3 | $3.75M | Sell |
18,023
-574
| -3% | -$119K | 1.12% | 25 |
|
|
2019
Q2 | $3.96M | Buy |
+18,597
| New | +$3.96M | 1.17% | 19 |
|