YIA
YHB Investment Advisors’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 | $37.1M | Buy |
76,308
+138
| +0.2% | +$67K | 2.86% | 5 |
|
|
2025
Q1 | $40.6M | Buy |
76,170
+762
| +1% | +$406K | 3.39% | 5 |
|
|
2024
Q4 | $34.2M | Buy |
75,408
+300
| +0.4% | +$136K | 2.81% | 5 |
|
|
2024
Q3 | $34.6M | Sell |
75,108
-890
| -1% | -$410K | 2.86% | 5 |
|
|
2024
Q2 | $30.9M | Sell |
75,998
-300
| -0.4% | -$122K | 2.66% | 5 |
|
|
2024
Q1 | $32.1M | Sell |
76,298
-514
| -0.7% | -$216K | 2.85% | 5 |
|
|
2023
Q4 | $27.4M | Sell |
76,812
-2,111
| -3% | -$753K | 2.65% | 5 |
|
|
2023
Q3 | $27.6M | Sell |
78,923
-263
| -0.3% | -$92.1K | 2.55% | 6 |
|
|
2023
Q2 | $27M | Sell |
79,186
-743
| -0.9% | -$253K | 2.52% | 4 |
|
|
2023
Q1 | $24.7M | Buy |
79,929
+1,414
| +2% | +$437K | 2.47% | 6 |
|
|
2022
Q4 | $24.3M | Sell |
78,515
-1,318
| -2% | -$407K | 2.59% | 4 |
|
|
2022
Q3 | $21.3M | Buy |
79,833
+278
| +0.3% | +$74.2K | 2.37% | 7 |
|
|
2022
Q2 | $21.7M | Sell |
79,555
-392
| -0.5% | -$107K | 2.29% | 7 |
|
|
2022
Q1 | $28.2M | Sell |
79,947
-1,935
| -2% | -$683K | 2.49% | 6 |
|
|
2021
Q4 | $24.5M | Sell |
81,882
-593
| -0.7% | -$177K | 1.94% | 9 |
|
|
2021
Q3 | $22.5M | Sell |
82,475
-7,072
| -8% | -$1.93M | 1.94% | 10 |
|
|
2021
Q2 | $24.9M | Sell |
89,547
-3,099
| -3% | -$861K | 2.12% | 8 |
|
|
2021
Q1 | $25.2M | Sell |
92,646
-9,139
| -9% | -$2.49M | 2.18% | 6 |
|
|
2020
Q4 | $23.6M | Buy |
101,785
+551
| +0.5% | +$128K | 2.25% | 6 |
|
|
2020
Q3 | $21.6M | Buy |
101,234
+16,009
| +19% | +$3.41M | 2.34% | 6 |
|
|
2020
Q2 | $15.2M | Sell |
85,225
-2,808
| -3% | -$501K | 2.2% | 9 |
|
|
2020
Q1 | $16.1M | Buy |
88,033
+192
| +0.2% | +$35.1K | 2.78% | 5 |
|
|
2019
Q4 | $19.9M | Buy |
87,841
+1
| +0% | +$227 | 2.84% | 4 |
|
|
2019
Q3 | $18.3M | Buy |
87,840
+2,487
| +3% | +$517K | 2.79% | 4 |
|
|
2019
Q2 | $18.2M | Sell |
85,353
-6,632
| -7% | -$1.41M | 2.89% | 4 |
|
|
2019
Q1 | $18.5M | Sell |
91,985
-718
| -0.8% | -$144K | 2.89% | 4 |
|
|
2018
Q4 | $18.9M | Sell |
92,703
-16,198
| -15% | -$3.31M | 3.38% | 3 |
|
|
2018
Q3 | $23.3M | Sell |
108,901
-633
| -0.6% | -$136K | 3.52% | 4 |
|
|
2018
Q2 | $20.4M | Buy |
109,534
+277
| +0.3% | +$51.7K | 3.34% | 4 |
|
|
2018
Q1 | $21.8M | Sell |
109,257
-5,354
| -5% | -$1.07M | 3.7% | 2 |
|
|
2017
Q4 | $22.7M | Buy |
114,611
+436
| +0.4% | +$86.4K | 3.87% | 1 |
|
|
2017
Q3 | $20.9M | Buy |
114,175
+17,257
| +18% | +$3.16M | 3.74% | 1 |
|
|
2017
Q2 | $16.4M | Sell |
96,918
-12,095
| -11% | -$2.05M | 2.82% | 4 |
|
|
2017
Q1 | $18M | Buy |
109,013
+1,406
| +1% | +$232K | 3.46% | 2 |
|
|
2016
Q4 | $17.5M | Buy |
107,607
+22,150
| +26% | +$3.61M | 3.65% | 1 |
|
|
2016
Q3 | $12.3M | Sell |
85,457
-16,593
| -16% | -$2.4M | 2.98% | 3 |
|
|
2016
Q2 | $14.8M | Buy |
102,050
+31,060
| +44% | +$4.5M | 3.25% | 1 |
|
|
2016
Q1 | $10.1M | Sell |
70,990
-24,960
| -26% | -$3.54M | 2.72% | 4 |
|
|
2015
Q4 | $12.7M | Buy |
95,950
+1,867
| +2% | +$247K | 2.87% | 4 |
|
|
2015
Q3 | $12.3M | Buy |
94,083
+5,140
| +6% | +$670K | 2.9% | 4 |
|
|
2015
Q2 | $12.1M | Buy |
88,943
+4,890
| +6% | +$666K | 2.64% | 5 |
|
|
2015
Q1 | $12.1M | Buy |
84,053
+248
| +0.3% | +$35.8K | 2.72% | 4 |
|
|
2014
Q4 | $12.6M | Sell |
83,805
-10,515
| -11% | -$1.58M | 2.88% | 2 |
|
|
2014
Q3 | $13M | Buy |
94,320
+710
| +0.8% | +$98.1K | 3.13% | 2 |
|
|
2014
Q2 | $11.8M | Buy |
93,610
+2,448
| +3% | +$310K | 2.86% | 3 |
|
|
2014
Q1 | $11.4M | Buy |
91,162
+13,339
| +17% | +$1.67M | 2.89% | 3 |
|
|
2013
Q4 | $9.23M | Buy |
77,823
+687
| +0.9% | +$81.5K | 2.48% | 8 |
|
|
2013
Q3 | $8.76M | Buy |
77,136
+1,320
| +2% | +$150K | 2.59% | 3 |
|
|
2013
Q2 | $8.49M | Buy |
+75,816
| New | +$8.49M | 2.64% | 4 |
|