CJM Wealth Advisers’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 | $7.33M | Sell |
15,097
-271
| -2% | -$132K | 2.44% | 6 |
|
|
2025
Q1 | $8.18M | Buy |
15,368
+1
| +0% | +$533 | 2.89% | 6 |
|
|
2024
Q4 | $6.97M | Buy |
15,367
+50
| +0.3% | +$22.7K | 2.35% | 7 |
|
|
2024
Q3 | $7.05M | Buy |
15,317
+696
| +5% | +$320K | 2.42% | 6 |
|
|
2024
Q2 | $5.92M | Hold |
14,621
| – | – | 2.18% | 7 |
|
|
2024
Q1 | $6.15M | Sell |
14,621
-372
| -2% | -$156K | 2.33% | 6 |
|
|
2023
Q4 | $5.35M | Sell |
14,993
-1,984
| -12% | -$708K | 2.36% | 7 |
|
|
2023
Q3 | $5.95M | Buy |
16,977
+145
| +0.9% | +$50.8K | 2.89% | 7 |
|
|
2023
Q2 | $5.74M | Hold |
16,832
| – | – | 2.91% | 8 |
|
|
2023
Q1 | $5.2M | Hold |
16,832
| – | – | 2.96% | 7 |
|
|
2022
Q4 | $5.2M | Sell |
16,832
-227
| -1% | -$70.1K | 3.2% | 7 |
|
|
2022
Q3 | $4.56M | Sell |
17,059
-71
| -0.4% | -$19K | 3.24% | 6 |
|
|
2022
Q2 | $4.68M | Sell |
17,130
-59
| -0.3% | -$16.1K | 3.25% | 7 |
|
|
2022
Q1 | $6.07M | Buy |
17,189
+70
| +0.4% | +$24.7K | 4.15% | 7 |
|
|
2021
Q4 | $5.12M | Buy |
+17,119
| New | +$5.12M | 3.64% | 7 |
|