Yarger Wealth Strategies’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 | $2.13M | Buy |
4,391
+600
| +16% | +$291K | 1.11% | 26 |
|
|
2025
Q1 | $2.02M | Buy |
3,791
+45
| +1% | +$24K | 1.18% | 24 |
|
|
2024
Q4 | $1.7M | Buy |
3,746
+17
| +0.5% | +$7.71K | 0.98% | 28 |
|
|
2024
Q3 | $1.72M | Buy |
3,729
+20
| +0.5% | +$9.21K | 0.95% | 29 |
|
|
2024
Q2 | $1.51M | Buy |
3,709
+14
| +0.4% | +$5.7K | 0.91% | 31 |
|
|
2024
Q1 | $1.55M | Buy |
3,695
+16
| +0.4% | +$6.73K | 1.06% | 28 |
|
|
2023
Q4 | $1.31M | Buy |
3,679
+307
| +9% | +$109K | 1.06% | 23 |
|
|
2023
Q3 | $1.18M | Buy |
3,372
+353
| +12% | +$124K | 1.01% | 23 |
|
|
2023
Q2 | $1.03M | Buy |
3,019
+103
| +4% | +$35.1K | 0.93% | 24 |
|
|
2023
Q1 | $900K | Hold |
2,916
| – | – | 0.99% | 24 |
|
|
2022
Q4 | $901K | Hold |
2,916
| – | – | 1.12% | 20 |
|
|
2022
Q3 | $779K | Hold |
2,916
| – | – | 1.03% | 22 |
|
|
2022
Q2 | $819K | Hold |
2,916
| – | – | 1.06% | 21 |
|
|
2022
Q1 | $1.03M | Hold |
2,916
| – | – | 1.34% | 17 |
|
|
2021
Q4 | $872K | Buy |
+2,916
| New | +$872K | 0.94% | 22 |
|