Number of Shares
15,097.00
Current Holdings Value*
$7.33 Mil
% of Portfolio
2.44%
Total Estimate Gain
$2.93 Mil
% of Total Estimate Gain
55.13%

CJM Wealth Advisers, Ltd.'s Berkshire Hathaway Inc Holding Summary

As of 2025-06-30, CJM Wealth Advisers, Ltd. held 15,097.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $7.33 Mil. This investment constitutes 2.44% of their stock portfolio, and CJM Wealth Advisers, Ltd. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.

The initial trade took place in 2021Q4. And since then CJM Wealth Advisers, Ltd. has made 5 purchases of BRK.B, at an average price of $293.75, for a total of 18,081.00 shares. In addition, there have been 6 sales at an average price of $364.14 for 2,984.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, CJM Wealth Advisers, Ltd.'s estimated gain on his BRK.B holdings is $2.93 Mil, reflecting a 55.13% gain to date.

CJM Wealth Advisers, Ltd. BRK.B ($473.80) Holding Chart

CJM Wealth Advisers, Ltd. BRK.B ($473.80) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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