Cm Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Cm Wealth Advisors LLC

  • $304 Million
  • Q3 2024

A detailed history of Cm Wealth Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cm Wealth Advisors LLC holds 1,002 shares of BRK-B stock, worth $477,523. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,002
Previous 577 73.66%
Holding current value
$477,523
Previous $234,000 97.01%
% of portfolio
0.15%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$405.19 - $478.57 $172,205 - $203,392
425 Added 73.66%
1,002 $461,000
Q2 2024

Aug 14, 2024
SELL
$396.73 - $420.24 $136,475 - $144,562
-344 Reduced 37.35%
577 $234,000
Q1 2024

May 13, 2024
BUY
$359.29 - $420.52 $123,595 - $144,658
344 Added 59.62%
921 $387,000
Q4 2023

Feb 05, 2024
SELL
$331.71 - $362.68 $79,610 - $87,043
-240 Reduced 29.38%
577 $205,000
Q3 2023

Nov 16, 2023
SELL
$340.9 - $370.48 $326,582 - $354,919
-958 Reduced 53.97%
817 $286,000
Q2 2023

Aug 15, 2023
SELL
$309.07 - $341.0 $718,896 - $793,166
-2,326 Reduced 56.72%
1,775 $605,000
Q1 2023

May 01, 2023
BUY
$293.51 - $320.37 $1.2 Million - $1.31 Million
4,101 New
4,101 $1.31 Million
Q2 2022

May 09, 2023
SELL
$267.52 - $353.1 $897,797 - $1.19 Million
-3,356 Reduced 81.83%
745 $203 Million

Others Institutions Holding BRK-B

# of Institutions
4,377
Shares Held
841M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $620B
More about BRK-B
Track This Portfolio

Track Cm Wealth Advisors LLC Portfolio

Follow Cm Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cm Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cm Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email