CWG
Cornerstone Wealth Group’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 | $10.7M | Buy |
22,069
+649
| +3% | +$315K | 0.8% | 29 |
|
|
2025
Q1 | $11.4M | Sell |
21,420
-1,012
| -5% | -$539K | 0.94% | 26 |
|
|
2024
Q4 | $10.2M | Buy |
22,432
+306
| +1% | +$139K | 0.83% | 28 |
|
|
2024
Q3 | $10.2M | Buy |
22,126
+151
| +0.7% | +$69.5K | 0.84% | 29 |
|
|
2024
Q2 | $8.94M | Buy |
21,975
+1,236
| +6% | +$503K | 0.8% | 30 |
|
|
2024
Q1 | $8.72M | Buy |
20,739
+4,076
| +24% | +$1.71M | 0.8% | 32 |
|
|
2023
Q4 | $5.94M | Buy |
16,663
+1,113
| +7% | +$397K | 0.85% | 27 |
|
|
2023
Q3 | $5.45M | Buy |
15,550
+3,490
| +29% | +$1.22M | 0.97% | 24 |
|
|
2023
Q2 | $4.11M | Buy |
12,060
+670
| +6% | +$228K | 0.75% | 47 |
|
|
2023
Q1 | $3.52M | Buy |
11,390
+307
| +3% | +$94.8K | 0.63% | 62 |
|
|
2022
Q4 | $3.42M | Buy |
11,083
+7,188
| +185% | +$2.22M | 0.65% | 51 |
|
|
2022
Q3 | $1.04M | Buy |
3,895
+696
| +22% | +$186K | 0.23% | 79 |
|
|
2022
Q2 | $873K | Sell |
3,199
-95
| -3% | -$25.9K | 0.18% | 88 |
|
|
2022
Q1 | $1.16M | Buy |
3,294
+44
| +1% | +$15.5K | 0.21% | 98 |
|
|
2021
Q4 | $972K | Buy |
3,250
+94
| +3% | +$28.1K | 0.17% | 98 |
|
|
2021
Q3 | $861K | Sell |
3,156
-106
| -3% | -$28.9K | 0.15% | 102 |
|
|
2021
Q2 | $889K | Buy |
3,262
+626
| +24% | +$171K | 0.18% | 95 |
|
|
2021
Q1 | $718K | Buy |
2,636
+336
| +15% | +$91.5K | 0.15% | 110 |
|
|
2020
Q4 | $533K | Buy |
2,300
+86
| +4% | +$19.9K | 0.13% | 111 |
|
|
2020
Q3 | $471K | Sell |
2,214
-13
| -0.6% | -$2.77K | 0.13% | 94 |
|
|
2020
Q2 | $398K | Sell |
2,227
-103
| -4% | -$18.4K | 0.1% | 96 |
|
|
2020
Q1 | $426K | Sell |
2,330
-47
| -2% | -$8.59K | 0.15% | 78 |
|
|
2019
Q4 | $538K | Buy |
+2,377
| New | +$538K | 0.15% | 103 |
|
|
2019
Q3 | – | Sell |
-2,561
| Closed | -$546K | – | 135 |
|
|
2019
Q2 | $546K | Buy |
2,561
+202
| +9% | +$43.1K | 0.15% | 110 |
|
|
2019
Q1 | $474K | Buy |
+2,359
| New | +$474K | 0.12% | 120 |
|