Berkshire Hathaway shares owned by Cm Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Cm Wealth Advisors
from 13F filings
Historical chart of Cm Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $461k | 1.0k | 460.26 |
| 2024-06-30 | $235k | 577 | 406.80 |
| 2024-03-31 | $374k | 921 | 406.14 |
| 2023-12-31 | $206k | 577 | 356.66 |
| 2023-09-30 | $289k | 817 | 354.25 |
| 2023-06-30 | $621k | 1.8k | 349.81 |
| 2023-03-31 | $1.3M | 4.1k | 320.41 |
| 2022-06-30 | $203k | 745 | 273.02 |