Carson Wealth (CWM LLC)’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $155M | Buy |
319,751
+10,544
| +3% | +$5.12M | 0.55% | 39 |
|
|
2025
Q1 | $165M | Buy |
309,207
+43,798
| +17% | +$23.3M | 0.66% | 29 |
|
|
2024
Q4 | $120M | Buy |
265,409
+7,073
| +3% | +$3.21M | 0.5% | 41 |
|
|
2024
Q3 | $119M | Buy |
258,336
+6
| +0% | +$2.76K | 0.51% | 35 |
|
|
2024
Q2 | $105M | Buy |
258,330
+4,148
| +2% | +$1.69M | 0.5% | 36 |
|
|
2024
Q1 | $107M | Buy |
254,182
+11,454
| +5% | +$4.82M | 0.52% | 34 |
|
|
2023
Q4 | $86.6M | Sell |
242,728
-1,375
| -0.6% | -$490K | 0.47% | 40 |
|
|
2023
Q3 | $85.5M | Buy |
244,103
+1,593
| +0.7% | +$558K | 0.52% | 37 |
|
|
2023
Q2 | $82.7M | Buy |
242,510
+497
| +0.2% | +$169K | 0.51% | 38 |
|
|
2023
Q1 | $74.7M | Buy |
242,013
+9,401
| +4% | +$2.9M | 0.5% | 40 |
|
|
2022
Q4 | $71.9M | Sell |
232,612
-138
| -0.1% | -$42.6K | 0.53% | 37 |
|
|
2022
Q3 | $62.1M | Buy |
232,750
+8,211
| +4% | +$2.19M | 0.49% | 44 |
|
|
2022
Q2 | $61.3M | Buy |
224,539
+1,086
| +0.5% | +$297K | 0.47% | 43 |
|
|
2022
Q1 | $78.9M | Buy |
223,453
+53,701
| +32% | +$19M | 0.56% | 34 |
|
|
2021
Q4 | $50.8M | Buy |
+169,752
| New | +$50.8M | 0.36% | 51 |
|
|
2021
Q2 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2021
Q1 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2020
Q4 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2020
Q3 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2020
Q2 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2020
Q1 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2019
Q4 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2019
Q3 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2019
Q2 | $45.8M | Hold |
164,740
| – | – | 0.36% | 48 |
|
|
2019
Q1 | $45.8M | Buy |
164,740
+91,496
| +125% | +$25.4M | 0.36% | 48 |
|
|
2018
Q4 | $15M | Buy |
73,244
+29,558
| +68% | +$6.04M | 0.37% | 66 |
|
|
2018
Q3 | $9.35M | Buy |
43,686
+14,592
| +50% | +$3.12M | 0.24% | 110 |
|
|
2018
Q2 | $5.43M | Buy |
29,094
+5,103
| +21% | +$952K | 0.18% | 119 |
|
|
2018
Q1 | $4.79M | Buy |
23,991
+1,000
| +4% | +$199K | 0.19% | 103 |
|
|
2017
Q4 | $4.56M | Sell |
22,991
-397
| -2% | -$78.7K | 0.2% | 95 |
|
|
2017
Q3 | $4.29M | Buy |
23,388
+423
| +2% | +$77.5K | 0.2% | 91 |
|
|
2017
Q2 | $3.89M | Buy |
22,965
+3,676
| +19% | +$623K | 0.2% | 94 |
|
|
2017
Q1 | $3.22M | Sell |
19,289
-1,694
| -8% | -$282K | 0.18% | 108 |
|
|
2016
Q4 | $3.42M | Buy |
20,983
+1,441
| +7% | +$235K | 0.21% | 113 |
|
|
2016
Q3 | $2.82M | Sell |
19,542
-2,538
| -11% | -$367K | 0.19% | 130 |
|
|
2016
Q2 | $3.2M | Buy |
22,080
+1,630
| +8% | +$236K | 0.23% | 120 |
|
|
2016
Q1 | $2.9M | Buy |
20,450
+2,253
| +12% | +$320K | 0.25% | 118 |
|
|
2015
Q4 | $2.4M | Sell |
18,197
-2,043
| -10% | -$270K | 0.23% | 116 |
|
|
2015
Q3 | $2.64M | Sell |
20,240
-184
| -0.9% | -$24K | 0.27% | 113 |
|
|
2015
Q2 | $2.78M | Sell |
20,424
-1,025
| -5% | -$140K | 0.27% | 118 |
|
|
2015
Q1 | $3.1M | Buy |
21,449
+913
| +4% | +$132K | 0.31% | 107 |
|
|
2014
Q4 | $3.08M | Buy |
20,536
+4,186
| +26% | +$628K | 0.37% | 105 |
|
|
2014
Q3 | $2.26M | Sell |
16,350
-1,138
| -7% | -$157K | 0.33% | 90 |
|
|
2014
Q2 | $2.21M | Sell |
17,488
-1,446
| -8% | -$183K | 0.4% | 77 |
|
|
2014
Q1 | $2.93M | Sell |
18,934
-1,302
| -6% | -$201K | 0.4% | 56 |
|
|
2013
Q4 | $2.4M | Buy |
20,236
+660
| +3% | +$78.2K | 0.37% | 55 |
|
|
2013
Q3 | $2.22M | Buy |
+19,576
| New | +$2.22M | 0.58% | 44 |
|