CM Wealth Advisors’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 | $462K | Hold |
952
| – | – | 0.14% | 54 |
|
|
2025
Q1 | $507K | Sell |
952
-50
| -5% | -$26.6K | 0.16% | 56 |
|
|
2024
Q4 | $454K | Hold |
1,002
| – | – | 0.15% | 55 |
|
|
2024
Q3 | $461K | Buy |
1,002
+425
| +74% | +$196K | 0.15% | 54 |
|
|
2024
Q2 | $235K | Sell |
577
-344
| -37% | -$140K | 0.11% | 66 |
|
|
2024
Q1 | $374K | Buy |
921
+344
| +60% | +$140K | 0.11% | 109 |
|
|
2023
Q4 | $206K | Sell |
577
-240
| -29% | -$85.6K | 0.09% | 75 |
|
|
2023
Q3 | $289K | Sell |
817
-958
| -54% | -$339K | 0.11% | 65 |
|
|
2023
Q2 | $621K | Sell |
1,775
-2,326
| -57% | -$814K | 0.2% | 54 |
|
|
2023
Q1 | $1.31M | Buy |
+4,101
| New | +$1.31M | 0.25% | 106 |
|
|
2022
Q3 | – | Sell |
-745
| Closed | -$203K | – | 69 |
|
|
2022
Q2 | $203K | Buy |
+745
| New | +$203K | 0.12% | 71 |
|