CWM
Cornerstone 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 | $6.46M | Buy |
13,307
+497
| +4% | +$241K | 0.39% | 63 |
|
|
2025
Q1 | $6.82M | Buy |
12,810
+5
| +0% | +$2.66K | 0.46% | 54 |
|
|
2024
Q4 | $5.8M | Buy |
12,805
+387
| +3% | +$175K | 0.39% | 63 |
|
|
2024
Q3 | $5.72M | Buy |
12,418
+54
| +0.4% | +$24.9K | 0.4% | 58 |
|
|
2024
Q2 | $5.03M | Buy |
12,364
+82
| +0.7% | +$33.4K | 0.39% | 60 |
|
|
2024
Q1 | $5.16M | Sell |
12,282
-208
| -2% | -$87.5K | 0.42% | 56 |
|
|
2023
Q4 | $4.45M | Buy |
12,490
+240
| +2% | +$85.6K | 0.38% | 59 |
|
|
2023
Q3 | $4.29M | Buy |
12,250
+234
| +2% | +$82K | 0.41% | 56 |
|
|
2023
Q2 | $4.1M | Sell |
12,016
-197
| -2% | -$67.2K | 0.37% | 56 |
|
|
2023
Q1 | $3.77M | Buy |
+12,213
| New | +$3.77M | 0.37% | 57 |
|
|
2022
Q3 | $3.17M | Sell |
11,873
-232
| -2% | -$61.9K | 0.35% | 68 |
|
|
2022
Q2 | $3.31M | Buy |
12,105
+996
| +9% | +$272K | 0.37% | 58 |
|
|
2022
Q1 | $3.92M | Buy |
11,109
+70
| +0.6% | +$24.7K | 0.38% | 59 |
|
|
2021
Q4 | $3.3M | Sell |
11,039
-68
| -0.6% | -$20.3K | 0.31% | 72 |
|
|
2021
Q3 | $3.03M | Buy |
11,107
+37
| +0.3% | +$10.1K | 0.32% | 73 |
|
|
2021
Q2 | $3.08M | Buy |
11,070
+287
| +3% | +$79.8K | 0.32% | 71 |
|
|
2021
Q1 | $2.76M | Buy |
10,783
+13
| +0.1% | +$3.32K | 0.33% | 69 |
|
|
2020
Q4 | $2.5M | Buy |
10,770
+240
| +2% | +$55.6K | 0.31% | 69 |
|
|
2020
Q3 | $2.24M | Sell |
10,530
-313
| -3% | -$66.6K | 0.33% | 60 |
|
|
2020
Q2 | $1.94M | Sell |
10,843
-1,463
| -12% | -$261K | 0.31% | 63 |
|
|
2020
Q1 | $2.25M | Sell |
12,306
-502
| -4% | -$91.8K | 0.43% | 45 |
|
|
2019
Q4 | $2.9M | Sell |
12,808
-416
| -3% | -$94.2K | 0.47% | 45 |
|
|
2019
Q3 | $2.75M | Sell |
13,224
-765
| -5% | -$159K | 0.49% | 44 |
|
|
2019
Q2 | $2.98M | Sell |
13,989
-1,275
| -8% | -$272K | 0.54% | 40 |
|
|
2019
Q1 | $2.63M | Buy |
15,264
+2,542
| +20% | +$438K | 0.32% | 72 |
|
|
2018
Q4 | $2.59M | Sell |
12,722
-1,662,415
| -99% | -$338M | 0.55% | 35 |
|
|
2018
Q3 | $8.93M | Sell |
1,675,137
-552,533
| -25% | -$2.95M | 0.11% | 195 |
|
|
2018
Q2 | $11.9M | Buy |
2,227,670
+2,216,492
| +19,829% | +$11.8M | 0.13% | 165 |
|
|
2018
Q1 | $2.19M | Buy |
11,178
+998
| +10% | +$195K | 0.42% | 46 |
|
|
2017
Q4 | $2.06M | Buy |
10,180
+1,246
| +14% | +$252K | 0.39% | 46 |
|
|
2017
Q3 | $1.68M | Sell |
8,934
-196
| -2% | -$36.9K | 0.35% | 54 |
|
|
2017
Q2 | $1.56M | Buy |
9,130
+2,020
| +28% | +$345K | 0.35% | 55 |
|
|
2017
Q1 | $1.18M | Buy |
7,110
+2,370
| +50% | +$392K | 0.29% | 75 |
|
|
2016
Q4 | $776K | Buy |
4,740
+809
| +21% | +$132K | 0.25% | 84 |
|
|
2016
Q3 | $563K | Buy |
+3,931
| New | +$563K | 0.21% | 103 |
|