Cm Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Cm Wealth Advisors LLC

$210 Million
Q2 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 577 shares of BRK-B stock, worth $266,556. This represents 0.11% of its overall portfolio holdings.

Number of Shares

577

Previous 921 37.35%

Holding current value

$266,556

Previous $387,000 39.53%

% of portfolio

0.11%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

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 $601B

More about BRK-B

Track This Portfolio

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.

Account

Cm Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History