CWM
CMH Wealth Management’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 | $1.32M | Sell |
2,718
-504
| -16% | -$245K | 0.31% | 46 |
|
|
2025
Q1 | $1.72M | Sell |
3,222
-450
| -12% | -$240K | 0.43% | 43 |
|
|
2024
Q4 | $1.66M | Buy |
3,672
+1,350
| +58% | +$612K | 0.38% | 44 |
|
|
2024
Q3 | $1.07M | Hold |
2,322
| – | – | 0.25% | 44 |
|
|
2024
Q2 | $945K | Buy |
+2,322
| New | +$945K | 0.23% | 42 |
|
|
2022
Q3 | – | Sell |
-860
| Closed | -$235K | – | 47 |
|
|
2022
Q2 | $235K | Sell |
860
-200
| -19% | -$54.7K | 0.09% | 46 |
|
|
2022
Q1 | $374K | Buy |
1,060
+90
| +9% | +$31.8K | 0.12% | 48 |
|
|
2021
Q4 | $290K | Hold |
970
| – | – | 0.09% | 47 |
|
|
2021
Q3 | $265K | Buy |
+970
| New | +$265K | 0.09% | 45 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$232K | – | 46 |
|
|
2020
Q4 | $232K | Sell |
1,000
-986
| -50% | -$229K | 0.09% | 51 |
|
|
2020
Q3 | $423K | Buy |
+1,986
| New | +$423K | 0.18% | 48 |
|
|
2020
Q1 | – | Sell |
-16,235
| Closed | -$3.68M | – | 49 |
|
|
2019
Q4 | $3.68M | Buy |
16,235
+250
| +2% | +$56.6K | 1.89% | 16 |
|
|
2019
Q3 | $3.33M | Buy |
15,985
+110
| +0.7% | +$22.9K | 1.88% | 17 |
|
|
2019
Q2 | $3.38M | Sell |
15,875
-125
| -0.8% | -$26.6K | 1.99% | 19 |
|
|
2019
Q1 | $3.21M | Buy |
16,000
+7,015
| +78% | +$1.41M | 1.95% | 16 |
|
|
2018
Q4 | $1.84M | Sell |
8,985
-110
| -1% | -$22.5K | 1.11% | 39 |
|
|
2018
Q3 | $1.95M | Buy |
9,095
+1,200
| +15% | +$258K | 1.02% | 36 |
|
|
2018
Q2 | $1.48M | Buy |
7,895
+385
| +5% | +$72.3K | 0.85% | 43 |
|
|
2018
Q1 | $1.46M | Sell |
7,510
-83
| -1% | -$16.2K | 0.99% | 39 |
|
|
2017
Q4 | $1.5M | Buy |
+7,593
| New | +$1.5M | 0.99% | 40 |
|