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 $473,004. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,002
Previous 577 73.66%
Holding current value
$473,004
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
4,376
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 $614B
More about BRK-B
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