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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

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
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