CWP
CFM Wealth Partners’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 | $5.63M | Buy |
11,587
+517
| +5% | +$251K | 0.9% | 33 |
|
|
2025
Q1 | $5.9M | Buy |
11,070
+865
| +8% | +$461K | 1.04% | 28 |
|
|
2024
Q4 | $4.63M | Buy |
10,205
+206
| +2% | +$93.4K | 0.78% | 32 |
|
|
2024
Q3 | $4.6M | Buy |
9,999
+2,693
| +37% | +$1.24M | 0.8% | 32 |
|
|
2024
Q2 | $2.97M | Buy |
7,306
+202
| +3% | +$82.2K | 0.55% | 47 |
|
|
2024
Q1 | $2.99M | Buy |
7,104
+592
| +9% | +$249K | 0.6% | 44 |
|
|
2023
Q4 | $2.32M | Buy |
6,512
+22
| +0.3% | +$7.85K | 0.53% | 49 |
|
|
2023
Q3 | $2.27M | Buy |
6,490
+485
| +8% | +$170K | 0.6% | 44 |
|
|
2023
Q2 | $2.05M | Buy |
6,005
+442
| +8% | +$151K | 0.5% | 55 |
|
|
2023
Q1 | $1.72M | Buy |
5,563
+275
| +5% | +$84.9K | 0.46% | 58 |
|
|
2022
Q4 | $1.63M | Buy |
5,288
+1,129
| +27% | +$349K | 0.49% | 56 |
|
|
2022
Q3 | $1.11M | Buy |
4,159
+2,631
| +172% | +$703K | 0.35% | 65 |
|
|
2022
Q2 | $417K | Buy |
1,528
+239
| +19% | +$65.2K | 0.13% | 119 |
|
|
2022
Q1 | $455K | Hold |
1,289
| – | – | 0.11% | 117 |
|
|
2021
Q4 | $388K | Hold |
1,289
| – | – | 0.09% | 128 |
|
|
2021
Q3 | $351K | Hold |
1,289
| – | – | 0.09% | 130 |
|
|
2021
Q2 | $358K | Hold |
1,289
| – | – | 0.1% | 118 |
|
|
2021
Q1 | $329K | Sell |
1,289
-1,180
| -48% | -$301K | 0.1% | 119 |
|
|
2020
Q4 | $572K | Hold |
2,469
| – | – | 0.18% | 83 |
|
|
2020
Q3 | $525K | Hold |
2,469
| – | – | 0.19% | 84 |
|
|
2020
Q2 | $440K | Hold |
2,469
| – | – | 0.17% | 86 |
|
|
2020
Q1 | $451K | Hold |
2,469
| – | – | 0.21% | 78 |
|
|
2019
Q4 | $567K | Buy |
+2,469
| New | +$567K | 0.21% | 80 |
|