Sound View Wealth Advisors Group, LLC Berkshire Hathaway Inc Class B Transaction History

Sound View Wealth Advisors Group, LLC

$1.21 Billion
Q3 2024

A detailed history of Sound View Wealth Advisors Group, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 19,165 shares of BRK-B stock, worth $9.05 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares

19,165

Previous 17,473 9.68%

Holding current value

$9.05 Million

Previous $7.11 Million 24.09%

% of portfolio

0.73%

Previous 0.74%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$405.19 - $478.57 $685,581 - $809,740	1,692 Added 9.68%	19,165 $8.82 Million
Q2 2024 Aug 05, 2024	SELL	$396.73 - $420.24 $57,129 - $60,514	-144 Reduced 0.82%	17,473 $7.11 Million
Q1 2024 May 09, 2024	SELL	$359.29 - $420.52 $521,329 - $610,174	-1,451 Reduced 7.61%	17,617 $7.41 Million
Q4 2023 Feb 08, 2024	BUY	$331.71 - $362.68 $3,648 - $3,989	11 Added 0.06%	19,068 $6.8 Million
Q3 2023 Nov 07, 2023	BUY	$340.9 - $370.48 $484,077 - $526,081	1,420 Added 8.05%	19,057 $6.68 Million
Q2 2023 Aug 08, 2023	SELL	$309.07 - $341.0 $144,026 - $158,906	-466 Reduced 2.57%	17,637 $6.01 Million
Q1 2023 May 12, 2023	BUY	$293.51 - $320.37 $708,826 - $773,693	2,415 Added 15.39%	18,103 $5.59 Million
Q4 2022 Feb 08, 2023	BUY	$264.0 - $318.6 $375,936 - $453,686	1,424 Added 9.98%	15,688 $4.85 Million
Q3 2022 Nov 08, 2022	BUY	$264.32 - $306.65 $33,040 - $38,331	125 Added 0.88%	14,264 $3.81 Million
Q2 2022 Aug 05, 2022	SELL	$267.52 - $353.1 $6,688 - $8,827	-25 Reduced 0.18%	14,139 $3.86 Million
Q1 2022 May 11, 2022	SELL	$300.79 - $359.57 $40,305 - $48,182	-134 Reduced 0.94%	14,164 $5 Million
Q4 2021 Jan 20, 2022	BUY	$273.64 - $300.17 $30,100 - $33,018	110 Added 0.78%	14,298 $4.28 Million
Q3 2021 Oct 21, 2021	SELL	$272.66 - $291.28 $203,404 - $217,294	-746 Reduced 5.0%	14,188 $3.87 Million
Q2 2021 Jul 21, 2021	SELL	$258.2 - $292.52 $204,494 - $231,675	-792 Reduced 5.04%	14,934 $4.15 Million
Q1 2021 Apr 28, 2021	BUY	$227.36 - $263.99 $12,050 - $13,991	53 Added 0.34%	15,726 $4.02 Million
Q4 2020 Feb 02, 2021	SELL	$200.7 - $233.92 $46,763 - $54,503	-233 Reduced 1.46%	15,673 $3.63 Million
Q3 2020 Nov 09, 2020	SELL	$177.99 - $221.68 $17,443 - $21,724	-98 Reduced 0.61%	15,906 $3.39 Million
Q2 2020 Aug 07, 2020	SELL	$169.25 - $201.56 $16,417 - $19,551	-97 Reduced 0.6%	16,004 $2.86 Million
Q1 2020 May 12, 2020	SELL	$162.13 - $230.2 $165,534 - $235,034	-1,021 Reduced 5.96%	16,101 $2.94 Million
Q4 2019 Jan 27, 2020	SELL	$203.1 - $227.05 $182,993 - $204,572	-901 Reduced 5.0%	17,122 $3.88 Million
Q3 2019 Nov 07, 2019	SELL	$195.81 - $215.25 $112,394 - $123,553	-574 Reduced 3.09%	18,023 $3.75 Million
Q2 2019 Aug 07, 2019	BUY	$197.42 - $218.6 $3.67 Million - $4.07 Million	18,597 New	18,597 $3.96 Million

Others Institutions Holding BRK-B

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $614B

More about BRK-B

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Sound View Wealth Advisors Group, LLC Berkshire Hathaway Inc Class B Transaction History