A detailed history of Cornerstone Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 12,418 shares of BRK-B stock, worth $5.94 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
12,418
Previous 12,364 0.44%
Holding current value
$5.94 Million
Previous $5.03 Million 13.64%
% of portfolio
0.41%
Previous 0.4%

Shares

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

Oct 16, 2024

BUY
$405.19 - $478.57 $21,880 - $25,842
54 Added 0.44%
12,418 $5.72 Million
Q2 2024

Jul 16, 2024

BUY
$396.73 - $420.24 $32,531 - $34,459
82 Added 0.67%
12,364 $5.03 Million
Q1 2024

Apr 19, 2024

SELL
$359.29 - $420.52 $74,732 - $87,468
-208 Reduced 1.67%
12,282 $5.16 Million
Q4 2023

Jan 10, 2024

BUY
$331.71 - $362.68 $79,610 - $87,043
240 Added 1.96%
12,490 $4.45 Million
Q3 2023

Nov 06, 2023

BUY
$340.9 - $370.48 $79,770 - $86,692
234 Added 1.95%
12,250 $4.29 Million
Q2 2023

Jul 14, 2023

SELL
$309.07 - $341.0 $60,886 - $67,177
-197 Reduced 1.61%
12,016 $4.1 Million
Q1 2023

May 15, 2023

BUY
$293.51 - $320.37 $99,793 - $108,925
340 Added 2.86%
12,213 $3.77 Million
Q3 2022

Oct 14, 2022

SELL
$264.32 - $306.65 $61,322 - $71,142
-232 Reduced 1.92%
11,873 $3.17 Million
Q2 2022

Aug 04, 2022

BUY
$267.52 - $353.1 $266,449 - $351,687
996 Added 8.97%
12,105 $3.31 Million
Q1 2022

Apr 21, 2022

BUY
$300.79 - $359.57 $21,055 - $25,169
70 Added 0.63%
11,109 $3.92 Million
Q4 2021

Feb 14, 2022

SELL
$273.64 - $300.17 $18,607 - $20,411
-68 Reduced 0.61%
11,039 $3.3 Million
Q3 2021

Nov 12, 2021

BUY
$272.66 - $291.28 $10,088 - $10,777
37 Added 0.33%
11,107 $3.03 Million
Q2 2021

Aug 09, 2021

BUY
$258.2 - $292.52 $74,103 - $83,953
287 Added 2.66%
11,070 $3.08 Million
Q1 2021

Apr 30, 2021

BUY
$227.36 - $263.99 $2,955 - $3,431
13 Added 0.12%
10,783 $2.76 Million
Q4 2020

Jan 29, 2021

BUY
$200.7 - $233.92 $48,168 - $56,140
240 Added 2.28%
10,770 $2.5 Million
Q3 2020

Oct 13, 2020

SELL
$177.99 - $221.68 $55,710 - $69,385
-313 Reduced 2.89%
10,530 $2.24 Million
Q2 2020

Jul 16, 2020

SELL
$169.25 - $201.56 $247,612 - $294,882
-1,463 Reduced 11.89%
10,843 $1.94 Million
Q1 2020

May 13, 2020

SELL
$162.13 - $230.2 $81,389 - $115,560
-502 Reduced 3.92%
12,306 $2.25 Million
Q4 2019

Feb 20, 2020

SELL
$203.1 - $227.05 $84,489 - $94,452
-416 Reduced 3.15%
12,808 $2.9 Million
Q3 2019

Oct 29, 2019

SELL
$195.81 - $215.25 $149,794 - $164,666
-765 Reduced 5.47%
13,224 $2.75 Million
Q2 2019

Aug 02, 2019

SELL
$197.42 - $218.6 $251,710 - $278,715
-1,275 Reduced 8.35%
13,989 $2.98 Million
Q1 2019

May 13, 2019

BUY
$191.66 - $209.19 $487,199 - $531,760
2,542 Added 19.98%
15,264 $2.63 Million
Q4 2018

Feb 13, 2019

SELL
$187.76 - $223.76 $312 Million - $372 Million
-1,662,415 Reduced 99.24%
12,722 $2.59 Million
Q3 2018

Oct 19, 2018

SELL
$186.02 - $221.68 $103 Million - $122 Million
-552,533 Reduced 24.8%
1,675,137 $8.93 Million
Q2 2018

Jul 20, 2018

BUY
$184.91 - $201.2 $410 Million - $446 Million
2,216,492 Added 19829.06%
2,227,670 $11.9 Million
Q1 2018

Apr 24, 2018

BUY
$191.42 - $217.25 $191,037 - $216,815
998 Added 9.8%
11,178 $2.19 Million
Q4 2017

Feb 09, 2018

BUY
$181.06 - $199.56 $225,600 - $248,651
1,246 Added 13.95%
10,180 $2.06 Million
Q3 2017

Nov 14, 2017

SELL
$173.99 - $183.82 $34,102 - $36,028
-196 Reduced 2.15%
8,934 $1.68 Million
Q2 2017

Aug 11, 2017

BUY
N/A
9,130
9,130 $1.56 Million

Others Institutions Holding BRK-B

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 $623B
More about BRK-B
Track This Portfolio

Track Cornerstone Wealth Management, LLC Portfolio

Follow Cornerstone Wealth Management, 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 Cornerstone Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Wealth Management, LLC with notifications on news.