CWM
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Core Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Core Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$787K Sell
1,621
-26
-2% -$12.6K 0.28% 12
2025
Q1 		$877K Buy
+1,647
New +$877K 0.34% 12