CM Wealth Advisors’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
2023
Q2
Sell
-1
Closed -$492K 198
2023
Q1
$492K Buy
+1
New +$492K 0.1% 258
2022
Q4
Sell
-1
Closed -$406M 71
2022
Q3
$406M Hold
1
0.23% 45
2022
Q2
$409K Buy
+1
New +$409K 0.25% 46