CWM
Cahaba 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 | $3.37M | Buy |
6,928
+10
| +0.1% | +$4.86K | 0.26% | 25 |
|
|
2025
Q1 | $3.68M | Buy |
6,918
+131
| +2% | +$69.8K | 0.3% | 25 |
|
|
2024
Q4 | $3.08M | Sell |
6,787
-219
| -3% | -$99.3K | 0.25% | 26 |
|
|
2024
Q3 | $3.22M | Buy |
7,006
+117
| +2% | +$53.9K | 0.27% | 26 |
|
|
2024
Q2 | $2.8M | Sell |
6,889
-99
| -1% | -$40.3K | 0.25% | 28 |
|
|
2024
Q1 | $2.94M | Buy |
6,988
+921
| +15% | +$387K | 0.27% | 27 |
|
|
2023
Q4 | $2.16M | Buy |
6,067
+31
| +0.5% | +$11.1K | 0.21% | 30 |
|
|
2023
Q3 | $2.11M | Sell |
6,036
-94
| -2% | -$32.9K | 0.23% | 29 |
|
|
2023
Q2 | $2.09M | Buy |
6,130
+100
| +2% | +$34.1K | 0.23% | 31 |
|
|
2023
Q1 | $1.86M | Sell |
6,030
-1,161
| -16% | -$358K | 0.21% | 32 |
|
|
2022
Q4 | $2.22M | Sell |
7,191
-206
| -3% | -$63.6K | 0.28% | 29 |
|
|
2022
Q3 | $1.98M | Buy |
7,397
+111
| +2% | +$29.6K | 0.27% | 29 |
|
|
2022
Q2 | $1.99M | Hold |
7,286
| – | – | 0.28% | 28 |
|
|
2022
Q1 | $2.35M | Buy |
7,286
+157
| +2% | +$50.7K | 0.32% | 25 |
|
|
2021
Q4 | $2.13M | Buy |
7,129
+560
| +9% | +$167K | 0.28% | 27 |
|
|
2021
Q3 | $1.79M | Buy |
6,569
+5,057
| +334% | +$1.38M | 0.26% | 28 |
|
|
2021
Q2 | $420K | Sell |
1,512
-283
| -16% | -$78.6K | 0.06% | 61 |
|
|
2021
Q1 | $458K | Sell |
1,795
-39
| -2% | -$9.95K | 0.07% | 61 |
|
|
2020
Q4 | $427K | Sell |
1,834
-264
| -13% | -$61.5K | 0.07% | 64 |
|
|
2020
Q3 | $446K | Buy |
2,098
+282
| +16% | +$59.9K | 0.09% | 57 |
|
|
2020
Q2 | $356K | Sell |
1,816
-172
| -9% | -$33.7K | 0.07% | 59 |
|
|
2020
Q1 | $363K | Buy |
1,988
+11
| +0.6% | +$2.01K | 0.09% | 51 |
|
|
2019
Q4 | $447K | Sell |
1,977
-6
| -0.3% | -$1.36K | 0.1% | 54 |
|
|
2019
Q3 | $412K | Buy |
1,983
+248
| +14% | +$51.5K | 0.1% | 56 |
|
|
2019
Q2 | $369K | Sell |
1,735
-44
| -2% | -$9.36K | 0.09% | 60 |
|
|
2019
Q1 | $357K | Sell |
1,779
-21
| -1% | -$4.21K | 0.1% | 59 |
|
|
2018
Q4 | $367K | Buy |
1,800
+152
| +9% | +$31K | 0.11% | 56 |
|
|
2018
Q3 | $353K | Buy |
1,648
+50
| +3% | +$10.7K | 0.12% | 54 |
|
|
2018
Q2 | $314K | Sell |
1,598
-158
| -9% | -$31K | 0.11% | 54 |
|
|
2018
Q1 | $343K | Buy |
1,756
+347
| +25% | +$67.8K | 0.14% | 48 |
|
|
2017
Q4 | $279K | Sell |
1,409
-98
| -7% | -$19.4K | 0.11% | 47 |
|
|
2017
Q3 | $276K | Buy |
+1,507
| New | +$276K | 0.13% | 46 |
|