Financial Advocates Investment Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Financial Advocates Investment Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.29M	Sell	6,768 -6,840	-50%	-$3.32M	0.27%	82
2025 Q1	$7.25M	Sell	13,608 -7,513	-36%	-$4M	0.51%	42
2024 Q4	$9.57M	Sell	21,121 -43	-0.2%	-$19.5K	0.54%	40
2024 Q3	$9.74M	Sell	21,164 -774	-4%	-$356K	0.55%	39
2024 Q2	$8.92M	Sell	21,938 -617	-3%	-$251K	0.55%	37
2024 Q1	$9.48M	Buy	22,555 +1,615	+8%	+$679K	0.55%	35
2023 Q4	$7.47M	Sell	20,940 -1,342	-6%	-$479K	0.49%	46
2023 Q3	$7.81M	Buy	22,282 +1,277	+6%	+$447K	0.56%	36
2023 Q2	$7.16M	Sell	21,005 -849	-4%	-$290K	0.51%	44
2023 Q1	$6.75M	Sell	21,854 -3,689	-14%	-$1.14M	0.49%	37
2022 Q4	$7.89M	Sell	25,543 -8,715	-25%	-$2.69M	0.59%	28
2022 Q3	$7.86M	Buy	34,258 +5,775	+20%	+$1.32M	0.65%	28
2022 Q2	$7.78M	Sell	28,483 -8,135	-22%	-$2.22M	0.63%	25
2022 Q1	$12.9M	Buy	36,618 +12,568	+52%	+$4.44M	0.85%	18
2021 Q4	$7.19M	Sell	24,050 -286	-1%	-$85.5K	0.45%	39
2021 Q3	$6.64M	Sell	24,336 -2,551	-9%	-$696K	0.45%	40
2021 Q2	$5.65M	Buy	26,887 +1,620	+6%	+$340K	0.38%	49
2021 Q1	$6.46M	Sell	25,267 -30	-0.1%	-$7.66K	0.46%	38
2020 Q4	$5.87M	Buy	25,297 +1,709	+7%	+$396K	0.4%	53
2020 Q3	$5.02M	Sell	23,588 -376	-2%	-$80.1K	0.43%	49
2020 Q2	$4.28M	Buy	23,964 +5,897	+33%	+$1.05M	0.41%	48
2020 Q1	$3.3M	Buy	18,067 +4,678	+35%	+$855K	0.47%	51
2019 Q4	$3.03M	Sell	13,389 -1,730	-11%	-$392K	0.32%	79
2019 Q3	$3.15M	Buy	15,119 +174	+1%	+$36.2K	0.36%	70
2019 Q2	$3.19M	Buy	14,945 +298	+2%	+$63.5K	0.37%	65
2019 Q1	$2.94M	Sell	14,647 -446	-3%	-$89.6K	0.37%	71
2018 Q4	$3.08M	Sell	15,093 -6,124	-29%	-$1.25M	0.42%	63
2018 Q3	$4.54M	Buy	21,217 +1,057	+5%	+$226K	0.51%	49
2018 Q2	$3.78M	Buy	20,160 +123	+0.6%	+$23.1K	0.46%	52
2018 Q1	$4M	Sell	20,037 -1,663	-8%	-$332K	0.52%	45
2017 Q4	$4.3M	Buy	+21,700	New	+$4.3M	0.59%	37