CWM
Congress 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 | $90.4M | Buy |
186,148
+56,825
| +44% | +$27.6M | 0.88% | 13 |
|
|
2025
Q1 | $68.7M | Buy |
129,323
+65,477
| +103% | +$34.8M | 0.82% | 15 |
|
|
2024
Q4 | $28.9M | Sell |
63,846
-21,681
| -25% | -$9.83M | 0.4% | 63 |
|
|
2024
Q3 | $39.4M | Buy |
85,527
+38,980
| +84% | +$17.9M | 0.52% | 42 |
|
|
2024
Q2 | $18.9M | Buy |
46,547
+32,283
| +226% | +$13.1M | 0.3% | 86 |
|
|
2024
Q1 | $6M | Sell |
14,264
-3,538
| -20% | -$1.49M | 0.1% | 208 |
|
|
2023
Q4 | $6.35M | Buy |
17,802
+3,725
| +26% | +$1.33M | 0.12% | 200 |
|
|
2023
Q3 | $4.93M | Buy |
14,077
+1,778
| +14% | +$623K | 0.1% | 213 |
|
|
2023
Q2 | $4.19M | Buy |
12,299
+162
| +1% | +$55.2K | 0.1% | 208 |
|
|
2023
Q1 | $3.75M | Sell |
12,137
-1,154
| -9% | -$356K | 0.09% | 212 |
|
|
2022
Q4 | $4.11M | Buy |
13,291
+204
| +2% | +$63K | 0.11% | 198 |
|
|
2022
Q3 | $3.49M | Buy |
13,087
+381
| +3% | +$102K | 0.09% | 212 |
|
|
2022
Q2 | $3.47M | Sell |
12,706
-1,038
| -8% | -$283K | 0.09% | 225 |
|
|
2022
Q1 | $4.85M | Sell |
13,744
-491
| -3% | -$173K | 0.11% | 211 |
|
|
2021
Q4 | $4.26M | Buy |
+14,235
| New | +$4.26M | 0.08% | 242 |
|