Carson Wealth (CWM LLC)’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.5M | Sell |
35
-1
| -3% | -$729K | 0.09% | 195 |
|
|
2025
Q1 | $28.7M | Buy |
36
+33
| +1,100% | +$26.3M | 0.11% | 164 |
|
|
2024
Q4 | $2.04M | Hold |
3
| – | – | 0.01% | 775 |
|
|
2024
Q3 | $2.07M | Sell |
3
-3
| -50% | -$2.07M | 0.01% | 692 |
|
|
2024
Q2 | $3.67M | Hold |
6
| – | – | 0.02% | 486 |
|
|
2024
Q1 | $3.81M | Hold |
6
| – | – | 0.02% | 466 |
|
|
2023
Q4 | $3.26M | Hold |
6
| – | – | 0.02% | 478 |
|
|
2023
Q3 | $3.19M | Sell |
6
-9
| -60% | -$4.78M | 0.02% | 450 |
|
|
2023
Q2 | $7.77M | Sell |
15
-3
| -17% | -$1.55M | 0.05% | 270 |
|
|
2023
Q1 | $8.38M | Hold |
18
| – | – | 0.06% | 240 |
|
|
2022
Q4 | $8.44M | Hold |
18
| – | – | 0.06% | 220 |
|
|
2022
Q3 | $7.32M | Buy |
18
+1
| +6% | +$406K | 0.06% | 229 |
|
|
2022
Q2 | $6.95M | Hold |
17
| – | – | 0.05% | 243 |
|
|
2022
Q1 | $8.99M | Buy |
17
+5
| +42% | +$2.64M | 0.06% | 217 |
|
|
2021
Q4 | $5.41M | Buy |
+12
| New | +$5.41M | 0.04% | 288 |
|
|
2021
Q2 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2021
Q1 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2020
Q4 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2020
Q3 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2020
Q2 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2020
Q1 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2019
Q4 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2019
Q3 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2019
Q2 | $4.19M | Hold |
10
| – | – | 0.03% | 302 |
|
|
2019
Q1 | $4.19M | Sell |
10
-7
| -41% | -$2.93M | 0.03% | 302 |
|
|
2018
Q4 | $5.2M | Buy |
17
+3
| +21% | +$918K | 0.13% | 148 |
|
|
2018
Q3 | $4.48M | Buy |
14
+6
| +75% | +$1.92M | 0.11% | 173 |
|
|
2018
Q2 | $2.26M | Buy |
8
+2
| +33% | +$564K | 0.07% | 205 |
|
|
2018
Q1 | $1.8M | Hold |
6
| – | – | 0.07% | 181 |
|
|
2017
Q4 | $1.79M | Buy |
6
+1
| +20% | +$298K | 0.08% | 183 |
|
|
2017
Q3 | $1.37M | Hold |
5
| – | – | 0.07% | 181 |
|
|
2017
Q2 | $1.27M | Hold |
5
| – | – | 0.07% | 182 |
|
|
2017
Q1 | $1.25M | Buy |
5
+1
| +25% | +$250K | 0.07% | 176 |
|
|
2016
Q4 | $976K | Hold |
4
| – | – | 0.06% | 181 |
|
|
2016
Q3 | $865K | Buy |
4
+1
| +33% | +$216K | 0.06% | 173 |
|
|
2016
Q2 | $651K | Hold |
3
| – | – | 0.05% | 186 |
|
|
2016
Q1 | $640K | Hold |
3
| – | – | 0.06% | 179 |
|
|
2015
Q4 | $593K | Hold |
3
| – | – | 0.06% | 171 |
|
|
2015
Q3 | $586K | Buy |
3
+1
| +50% | +$195K | 0.06% | 150 |
|
|
2015
Q2 | $410K | Hold |
2
| – | – | 0.04% | 148 |
|
|
2015
Q1 | $435K | Hold |
2
| – | – | 0.04% | 148 |
|
|
2014
Q4 | $452K | Sell |
2
-1
| -33% | -$226K | 0.05% | 145 |
|
|
2014
Q3 | $621K | Hold |
3
| – | – | 0.09% | 146 |
|
|
2014
Q2 | $570K | Buy |
+3
| New | +$570K | 0.1% | 104 |
|
|
2014
Q1 | – | Sell |
-3
| Closed | -$534K | – | 185 |
|
|
2013
Q4 | $534K | Hold |
3
| – | – | 0.08% | 132 |
|
|
2013
Q3 | $511K | Buy |
+3
| New | +$511K | 0.13% | 108 |
|