Gladstone Institutional Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.37M | Buy |
6
+1
| +20% | +$729K | 0.18% | 129 |
|
|
2025
Q1 | $3.99M | Hold |
5
| – | – | 0.19% | 130 |
|
|
2024
Q4 | $3.4M | Hold |
5
| – | – | 0.16% | 152 |
|
|
2024
Q3 | $3.46M | Sell |
5
-1
| -17% | -$691K | 0.17% | 147 |
|
|
2024
Q2 | $3.67M | Buy |
6
+2
| +50% | +$1.22M | 0.19% | 142 |
|
|
2024
Q1 | $2.54M | Buy |
4
+1
| +33% | +$634K | 0.14% | 183 |
|
|
2023
Q4 | $1.63M | Sell |
3
-1
| -25% | -$543K | 0.09% | 219 |
|
|
2023
Q3 | $2.13M | Hold |
4
| – | – | 0.14% | 180 |
|
|
2023
Q2 | $2.07M | Hold |
4
| – | – | 0.13% | 192 |
|
|
2023
Q1 | $1.86M | Hold |
4
| – | – | 0.12% | 201 |
|
|
2022
Q4 | $1.87M | Hold |
4
| – | – | 0.13% | 193 |
|
|
2022
Q3 | $1.63M | Hold |
4
| – | – | 0.13% | 196 |
|
|
2022
Q2 | $1.64M | Hold |
4
| – | – | 0.13% | 182 |
|
|
2022
Q1 | $2.12M | Buy |
4
+2
| +100% | +$1.06M | 0.14% | 182 |
|
|
2021
Q4 | $901K | Hold |
2
| – | – | 0.07% | 277 |
|
|
2021
Q3 | $823K | Hold |
2
| – | – | 0.08% | 250 |
|
|
2021
Q2 | $837K | Hold |
2
| – | – | 0.1% | 213 |
|
|
2021
Q1 | $771K | Buy |
+2
| New | +$771K | 0.12% | 179 |
|