CWM
Collaborative 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 | $456K | Hold |
938
| – | – | 0.2% | 98 |
|
|
2025
Q1 | $500K | Sell |
938
-32
| -3% | -$17K | 0.23% | 86 |
|
|
2024
Q4 | $440K | Sell |
970
-3
| -0.3% | -$1.36K | 0.2% | 106 |
|
|
2024
Q3 | $448K | Sell |
973
-45
| -4% | -$20.7K | 0.2% | 103 |
|
|
2024
Q2 | $414K | Buy |
1,018
+3
| +0.3% | +$1.22K | 0.2% | 104 |
|
|
2024
Q1 | $427K | Sell |
1,015
-50
| -5% | -$21K | 0.21% | 100 |
|
|
2023
Q4 | $380K | Hold |
1,065
| – | – | 0.21% | 103 |
|
|
2023
Q3 | $373K | Sell |
1,065
-27
| -2% | -$9.46K | 0.22% | 103 |
|
|
2023
Q2 | $372K | Sell |
1,092
-50
| -4% | -$17.1K | 0.22% | 102 |
|
|
2023
Q1 | $353K | Sell |
1,142
-53
| -4% | -$16.4K | 0.22% | 112 |
|
|
2022
Q4 | $369K | Sell |
1,195
-1
| -0.1% | -$309 | 0.24% | 108 |
|
|
2022
Q3 | $319K | Sell |
1,196
-44
| -4% | -$11.7K | 0.23% | 117 |
|
|
2022
Q2 | $339K | Buy |
+1,240
| New | +$339K | 0.22% | 123 |
|
|
2021
Q4 | $370K | Buy |
+1,236
| New | +$370K | 0.2% | 140 |
|
|
2021
Q1 | $438K | Buy |
+1,241
| New | +$438K | 0.25% | 120 |
|