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 $260,180. This represents 0.11% of its overall portfolio holdings.

Number of Shares

577

Previous 921 37.35%

Holding current value

$260,180

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

4,314

Shares Held

851M

Call Options Held

17.1M

Put Options Held

9.31M

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 $587B

More about BRK-B

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Cm Wealth Advisors LLC Berkshire Hathaway Inc Class B Transaction History