CWM
Connecticut 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 | $7.9M | Sell |
16,269
-51
| -0.3% | -$24.8K | 0.38% | 39 |
|
|
2025
Q1 | $8.69M | Sell |
16,320
-194
| -1% | -$103K | 0.46% | 37 |
|
|
2024
Q4 | $7.49M | Buy |
16,514
+86
| +0.5% | +$39K | 0.37% | 34 |
|
|
2024
Q3 | $7.56M | Buy |
16,428
+232
| +1% | +$107K | 0.37% | 43 |
|
|
2024
Q2 | $6.59M | Sell |
16,196
-570
| -3% | -$232K | 0.34% | 47 |
|
|
2024
Q1 | $7.05M | Sell |
16,766
-724
| -4% | -$304K | 0.38% | 46 |
|
|
2023
Q4 | $6.24M | Buy |
17,490
+6,870
| +65% | +$2.45M | 0.36% | 47 |
|
|
2023
Q3 | $3.72M | Buy |
10,620
+4,037
| +61% | +$1.41M | 0.25% | 54 |
|
|
2023
Q2 | $2.24M | Buy |
6,583
+38
| +0.6% | +$13K | 0.16% | 64 |
|
|
2023
Q1 | $2.02M | Buy |
6,545
+721
| +12% | +$223K | 0.15% | 66 |
|
|
2022
Q4 | $1.8M | Buy |
5,824
+201
| +4% | +$62.1K | 0.15% | 59 |
|
|
2022
Q3 | $1.5M | Sell |
5,623
-461
| -8% | -$123K | 0.14% | 63 |
|
|
2022
Q2 | $1.66M | Buy |
6,084
+613
| +11% | +$167K | 0.15% | 65 |
|
|
2022
Q1 | $1.93M | Sell |
5,471
-1,151
| -17% | -$406K | 0.15% | 63 |
|
|
2021
Q4 | $1.98M | Sell |
6,622
-12
| -0.2% | -$3.59K | 0.15% | 62 |
|
|
2021
Q3 | $1.81M | Buy |
6,634
+1,118
| +20% | +$305K | 0.16% | 60 |
|
|
2021
Q2 | $1.53M | Sell |
5,516
-1,621
| -23% | -$451K | 0.13% | 67 |
|
|
2021
Q1 | $1.82M | Sell |
7,137
-632
| -8% | -$161K | 0.17% | 47 |
|
|
2020
Q4 | $1.8M | Buy |
7,769
+4,974
| +178% | +$1.15M | 0.19% | 55 |
|
|
2020
Q3 | $595K | Buy |
2,795
+97
| +4% | +$20.6K | 0.07% | 110 |
|
|
2020
Q2 | $482K | Buy |
2,698
+858
| +47% | +$153K | 0.06% | 92 |
|
|
2020
Q1 | $336K | Sell |
1,840
-240
| -12% | -$43.8K | 0.05% | 113 |
|
|
2019
Q4 | $471K | Buy |
2,080
+476
| +30% | +$108K | 0.05% | 111 |
|
|
2019
Q3 | $334K | Sell |
1,604
-507
| -24% | -$106K | 0.04% | 123 |
|
|
2019
Q2 | $450K | Buy |
+2,111
| New | +$450K | 0.06% | 105 |
|
|
2018
Q4 | – | Sell |
-1,047
| Closed | -$225K | – | 74 |
|
|
2018
Q3 | $225K | Buy |
+1,047
| New | +$225K | 0.1% | 65 |
|
|
2018
Q1 | – | Sell |
-1,021
| Closed | -$207K | – | 65 |
|
|
2017
Q4 | $207K | Buy |
+1,021
| New | +$207K | 0.11% | 57 |
|