Wagner Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $662K | Buy |
1,362
+265
| +24% | +$129K | 0.15% | 68 |
|
|
2025
Q1 | $584K | Sell |
1,097
-12
| -1% | -$6.39K | 0.15% | 69 |
|
|
2024
Q4 | $503K | Buy |
1,109
+203
| +22% | +$92K | 0.13% | 67 |
|
|
2024
Q3 | $417K | Sell |
906
-1,655
| -65% | -$762K | 0.11% | 71 |
|
|
2024
Q2 | $1.04M | Buy |
2,561
+239
| +10% | +$97.2K | 0.31% | 47 |
|
|
2024
Q1 | $976K | Buy |
2,322
+25
| +1% | +$10.5K | 0.3% | 49 |
|
|
2023
Q4 | $819K | Sell |
2,297
-351
| -13% | -$125K | 0.28% | 60 |
|
|
2023
Q3 | $928K | Sell |
2,648
-48
| -2% | -$16.8K | 0.34% | 51 |
|
|
2023
Q2 | $919K | Buy |
2,696
+56
| +2% | +$19.1K | 0.35% | 54 |
|
|
2023
Q1 | $815K | Sell |
2,640
-203
| -7% | -$62.7K | 0.37% | 54 |
|
|
2022
Q4 | $878K | Hold |
2,843
| – | – | 0.54% | 48 |
|
|
2022
Q3 | $759K | Sell |
2,843
-67
| -2% | -$17.9K | 0.56% | 42 |
|
|
2022
Q2 | $794K | Sell |
2,910
-275
| -9% | -$75K | 0.63% | 38 |
|
|
2022
Q1 | $1.12M | Sell |
3,185
-1,241
| -28% | -$438K | 0.79% | 32 |
|
|
2021
Q4 | $1.32M | Buy |
4,426
+44
| +1% | +$13.2K | 1.01% | 21 |
|
|
2021
Q3 | $1.26M | Buy |
4,382
+35
| +0.8% | +$10K | 1% | 26 |
|
|
2021
Q2 | $1.21M | Buy |
4,347
+177
| +4% | +$49.2K | 0.87% | 28 |
|
|
2021
Q1 | $1.07M | Buy |
4,170
+2,929
| +236% | +$748K | 0.84% | 29 |
|
|
2020
Q4 | $288K | Buy |
+1,241
| New | +$288K | 0.27% | 81 |
|
|
2018
Q3 | $162K | Buy |
757
+123
| +19% | +$26.3K | 0.11% | 144 |
|
|
2018
Q2 | $118K | Buy |
634
+5
| +0.8% | +$931 | 0.09% | 161 |
|
|
2018
Q1 | $125K | Buy |
629
+19
| +3% | +$3.78K | 0.1% | 149 |
|
|
2017
Q4 | $126K | Buy |
+610
| New | +$126K | 0.09% | 149 |
|