Advance Capital Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $479K | Sell |
986
-6
| -0.6% | -$2.92K | 0.02% | 102 |
|
|
2025
Q1 | $528K | Buy |
992
+17
| +2% | +$9.05K | 0.03% | 96 |
|
|
2024
Q4 | $442K | Buy |
975
+77
| +9% | +$34.9K | 0.02% | 98 |
|
|
2024
Q3 | $413K | Buy |
898
+48
| +6% | +$22.1K | 0.02% | 97 |
|
|
2024
Q2 | $346K | Sell |
850
-89
| -9% | -$36.2K | 0.02% | 107 |
|
|
2024
Q1 | $395K | Buy |
939
+174
| +23% | +$73.2K | 0.03% | 99 |
|
|
2023
Q4 | $273K | Hold |
765
| – | – | 0.02% | 102 |
|
|
2023
Q3 | $268K | Buy |
765
+90
| +13% | +$31.5K | 0.02% | 101 |
|
|
2023
Q2 | $230K | Hold |
675
| – | – | 0.03% | 111 |
|
|
2023
Q1 | $208K | Sell |
675
-92
| -12% | -$28.4K | 0.04% | 96 |
|
|
2022
Q4 | $237K | Sell |
767
-59
| -7% | -$18.2K | 0.03% | 96 |
|
|
2022
Q3 | $221K | Buy |
826
+76
| +10% | +$20.3K | 0.03% | 79 |
|
|
2022
Q2 | $205K | Buy |
750
+113
| +18% | +$30.9K | 0.02% | 81 |
|
|
2022
Q1 | $225K | Buy |
+637
| New | +$225K | 0.03% | 78 |
|