CWM
C2C 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 | $593K | Buy |
1,220
+415
| +52% | +$202K | 0.54% | 44 |
|
|
2025
Q1 | $429K | Sell |
805
-130
| -14% | -$69.2K | 0.4% | 50 |
|
|
2024
Q4 | $424K | Hold |
935
| – | – | 0.39% | 48 |
|
|
2024
Q3 | $422K | Hold |
935
| – | – | 0.39% | 49 |
|
|
2024
Q2 | $380K | Hold |
935
| – | – | 0.37% | 53 |
|
|
2024
Q1 | $393K | Sell |
935
-360
| -28% | -$151K | 0.39% | 51 |
|
|
2023
Q4 | $463K | Sell |
1,295
-6,842
| -84% | -$2.45M | 0.39% | 58 |
|
|
2023
Q3 | $2.82M | Buy |
8,137
+42
| +0.5% | +$14.6K | 0.4% | 22 |
|
|
2023
Q2 | $2.8M | Hold |
8,095
| – | – | 0.37% | 25 |
|
|
2023
Q1 | $2.55M | Sell |
8,095
-11
| -0.1% | -$3.46K | 0.41% | 25 |
|
|
2022
Q4 | $2.49M | Buy |
8,106
+12
| +0.1% | +$3.68K | 0.43% | 21 |
|
|
2022
Q3 | $2.27M | Buy |
8,094
+54
| +0.7% | +$15.1K | 0.44% | 28 |
|
|
2022
Q2 | $2.28M | Hold |
8,040
| – | – | 0.42% | 30 |
|
|
2022
Q1 | $2.82M | Sell |
8,040
-202
| -2% | -$70.8K | 0.48% | 26 |
|
|
2021
Q4 | $2.46M | Buy |
+8,242
| New | +$2.46M | 0.35% | 34 |
|