Cfm Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History

Cfm Wealth Partners LLC

$568 Million
Q3 2024

A detailed history of Cfm Wealth Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cfm Wealth Partners LLC holds 9,999 shares of BRK-B stock, worth $4.53 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares

9,999

Previous 7,104 40.75%

Holding current value

$4.53 Million

Previous $3.27 Million 40.78%

% of portfolio

0.81%

Previous 0.67%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 23, 2024	BUY	$405.19 - $478.57 $1.17 Million - $1.39 Million	2,895 Added 40.75%	9,999 $4.6 Million
Q3 2024 Oct 15, 2024	SELL	$405.19 - $478.57 $81,848 - $96,671	-202 Reduced 2.76%	7,104 $3.27 Million
Q2 2024 Jul 18, 2024	BUY	$396.73 - $420.24 $80,139 - $84,888	202 Added 2.84%	7,306 $2.97 Million
Q1 2024 Apr 15, 2024	BUY	$359.29 - $420.52 $212,699 - $248,947	592 Added 9.09%	7,104 $2.99 Million
Q4 2023 Jan 11, 2024	BUY	$331.71 - $362.68 $7,297 - $7,978	22 Added 0.34%	6,512 $2.32 Million
Q3 2023 Oct 11, 2023	BUY	$340.9 - $370.48 $165,336 - $179,682	485 Added 8.08%	6,490 $2.27 Million
Q2 2023 Jul 14, 2023	BUY	$309.07 - $341.0 $136,608 - $150,722	442 Added 7.95%	6,005 $2.05 Million
Q1 2023 Apr 12, 2023	BUY	$293.51 - $320.37 $1.63 Million - $1.78 Million	5,563 New	5,563 $1.72 Million
Q4 2022 Jan 19, 2023	BUY	$264.0 - $318.6 $298,056 - $359,699	1,129 Added 27.15%	5,288 $1.63 Billion
Q3 2022 Oct 17, 2022	BUY	$264.32 - $306.65 $695,425 - $806,796	2,631 Added 172.19%	4,159 $1.11 Million
Q2 2022 Jul 12, 2022	BUY	$267.52 - $353.1 $63,937 - $84,390	239 Added 18.54%	1,528 $417,000
Q1 2021 May 17, 2021	SELL	$227.36 - $263.99 $268,284 - $311,508	-1,180 Reduced 47.79%	1,289 $329,000
Q4 2019 Jan 30, 2020	BUY	$203.1 - $227.05 $501,453 - $560,586	2,469 New	2,469 $567,000

Others Institutions Holding BRK-B

# of Institutions

4,381

Shares Held

839M

Call Options Held

21M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $590B

More about BRK-B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Cfm Wealth Partners LLC with notifications on news.

Account

Cfm Wealth Partners LLC Berkshire Hathaway Inc Class B Transaction History