VNA
Valley National Advisers’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 | $4.41M | Sell |
9,079
-1
| -0% | -$486 | 0.72% | 24 |
|
|
2025
Q1 | $4.84M | Buy |
9,080
+11
| +0.1% | +$5.86K | 0.87% | 19 |
|
|
2024
Q4 | $4.11M | Sell |
9,069
-348
| -4% | -$158K | 0.74% | 25 |
|
|
2024
Q3 | $4.33M | Sell |
9,417
-940
| -9% | -$433K | 0.78% | 23 |
|
|
2024
Q2 | $4.21M | Buy |
10,357
+48
| +0.5% | +$19.5K | 0.63% | 39 |
|
|
2024
Q1 | $4.34M | Buy |
10,309
+59
| +0.6% | +$24.8K | 0.66% | 35 |
|
|
2023
Q4 | $3.66M | Buy |
10,250
+287
| +3% | +$102K | 0.58% | 36 |
|
|
2023
Q3 | $3.49M | Buy |
9,963
+144
| +1% | +$50.4K | 0.61% | 38 |
|
|
2023
Q2 | $3.35M | Buy |
9,819
+62
| +0.6% | +$21.1K | 0.56% | 40 |
|
|
2023
Q1 | $3.18M | Buy |
9,757
+62
| +0.6% | +$20.2K | 0.56% | 42 |
|
|
2022
Q4 | $3.11M | Buy |
9,695
+26
| +0.3% | +$8.33K | 0.56% | 43 |
|
|
2022
Q3 | $2.72M | Buy |
9,669
+7
| +0.1% | +$1.97K | 0.57% | 46 |
|
|
2022
Q2 | $2.7M | Hold |
9,662
| – | – | 0.57% | 42 |
|
|
2022
Q1 | $3.41M | Buy |
9,662
+28
| +0.3% | +$9.88K | 0.65% | 33 |
|
|
2021
Q4 | $2.88M | Sell |
9,634
-102
| -1% | -$30.5K | 0.53% | 41 |
|
|
2021
Q3 | $2.66M | Buy |
9,736
+1,502
| +18% | +$410K | 0.48% | 43 |
|
|
2021
Q2 | $2.29M | Buy |
8,234
+300
| +4% | +$83.4K | 0.42% | 54 |
|
|
2021
Q1 | $2.03M | Sell |
7,934
-307
| -4% | -$78.4K | 0.4% | 51 |
|
|
2020
Q4 | $1.91M | Sell |
8,241
-3
| -0% | -$696 | 0.4% | 48 |
|
|
2020
Q3 | $1.76M | Sell |
8,244
-15
| -0.2% | -$3.19K | 0.4% | 43 |
|
|
2020
Q2 | $1.47M | Buy |
8,259
+311
| +4% | +$55.5K | 0.34% | 51 |
|
|
2020
Q1 | $1.45M | Buy |
7,948
+121
| +2% | +$22.1K | 0.4% | 50 |
|
|
2019
Q4 | $1.77M | Hold |
7,827
| – | – | 0.44% | 50 |
|
|
2019
Q3 | $1.63M | Sell |
7,827
-10
| -0.1% | -$2.08K | 0.45% | 49 |
|
|
2019
Q2 | $1.67M | Sell |
7,837
-301
| -4% | -$64.2K | 0.46% | 48 |
|
|
2019
Q1 | $1.64M | Hold |
8,138
| – | – | 0.47% | 48 |
|
|
2018
Q4 | $1.66M | Buy |
8,138
+174
| +2% | +$35.5K | 0.54% | 45 |
|
|
2018
Q3 | $1.71M | Sell |
7,964
-9
| -0.1% | -$1.93K | 0.59% | 45 |
|
|
2018
Q2 | $1.49M | Sell |
7,973
-65
| -0.8% | -$12.1K | 0.57% | 47 |
|
|
2018
Q1 | $1.6M | Buy |
8,038
+471
| +6% | +$93.9K | 0.6% | 43 |
|
|
2017
Q4 | $1.5M | Sell |
7,567
-814
| -10% | -$161K | 0.52% | 41 |
|
|
2017
Q3 | $1.54M | Buy |
8,381
+26
| +0.3% | +$4.77K | 0.52% | 37 |
|
|
2017
Q2 | $1.42M | Hold |
8,355
| – | – | 0.51% | 40 |
|
|
2017
Q1 | $1.39M | Hold |
8,355
| – | – | 0.53% | 37 |
|
|
2016
Q4 | $1.36M | Buy |
8,355
+1,002
| +14% | +$163K | 0.63% | 46 |
|
|
2016
Q3 | $1.06M | Buy |
7,353
+300
| +4% | +$43.3K | 0.55% | 57 |
|
|
2016
Q2 | $1.02M | Hold |
7,053
| – | – | 0.53% | 57 |
|
|
2016
Q1 | $1M | Buy |
7,053
+225
| +3% | +$31.9K | 0.54% | 56 |
|
|
2015
Q4 | $902K | Buy |
6,828
+90
| +1% | +$11.9K | 0.53% | 57 |
|
|
2015
Q3 | $879K | Hold |
6,738
| – | – | 0.53% | 60 |
|
|
2015
Q2 | $917K | Buy |
6,738
+300
| +5% | +$40.8K | 0.52% | 63 |
|
|
2015
Q1 | $929K | Buy |
6,438
+2,237
| +53% | +$323K | 0.55% | 60 |
|
|
2014
Q4 | $498K | Buy |
+4,201
| New | +$498K | 0.38% | 66 |
|