YWM
Yoder Wealth Management’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 | $823K | Buy |
1,695
+109
| +7% | +$52.9K | 0.43% | 51 |
|
|
2025
Q1 | $845K | Sell |
1,586
-30
| -2% | -$16K | 0.48% | 49 |
|
|
2024
Q4 | $733K | Buy |
1,616
+139
| +9% | +$63K | 0.4% | 53 |
|
|
2024
Q3 | $680K | Buy |
1,477
+75
| +5% | +$34.5K | 0.41% | 50 |
|
|
2024
Q2 | $570K | Buy |
1,402
+6
| +0.4% | +$2.44K | 0.37% | 53 |
|
|
2024
Q1 | $587K | Sell |
1,396
-72
| -5% | -$30.3K | 0.38% | 52 |
|
|
2023
Q4 | $524K | Buy |
1,468
+24
| +2% | +$8.56K | 0.37% | 51 |
|
|
2023
Q3 | $506K | Buy |
1,444
+74
| +5% | +$25.9K | 0.42% | 51 |
|
|
2023
Q2 | $467K | Buy |
1,370
+106
| +8% | +$36.1K | 0.37% | 52 |
|
|
2023
Q1 | $390K | Buy |
+1,264
| New | +$390K | 0.32% | 54 |
|