Financial Advocates Investment Management’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-1
| Closed | -$419K | – | 744 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.03% | 509 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.03% | 527 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.02% | 525 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.03% | 457 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.03% | 468 |
|
|
2020
Q1 | $272K | Hold |
1
| – | – | 0.04% | 373 |
|
|
2019
Q4 | $340K | Hold |
1
| – | – | 0.04% | 373 |
|
|
2019
Q3 | $312K | Hold |
1
| – | – | 0.04% | 368 |
|
|
2019
Q2 | $318K | Hold |
1
| – | – | 0.04% | 358 |
|
|
2019
Q1 | $301K | Hold |
1
| – | – | 0.04% | 363 |
|
|
2018
Q4 | $306K | Hold |
1
| – | – | 0.04% | 331 |
|
|
2018
Q3 | $320K | Hold |
1
| – | – | 0.04% | 374 |
|
|
2018
Q2 | $284K | Hold |
1
| – | – | 0.03% | 381 |
|
|
2018
Q1 | $299K | Buy |
+1
| New | +$299K | 0.04% | 366 |
|