Gladstone Institutional Advisory’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	$16.5M	Buy	33,962 +829	+3%	+$403K	0.68%	30
2025 Q1	$17.6M	Buy	33,133 +2,041	+7%	+$1.09M	0.82%	23
2024 Q4	$14.1M	Sell	31,092 -368	-1%	-$167K	0.65%	30
2024 Q3	$14.5M	Buy	31,460 +3,185	+11%	+$1.47M	0.71%	30
2024 Q2	$11.5M	Buy	28,275 +1,482	+6%	+$603K	0.6%	28
2024 Q1	$11.3M	Sell	26,793 -2,839	-10%	-$1.19M	0.62%	31
2023 Q4	$10.6M	Buy	29,632 +8,499	+40%	+$3.03M	0.59%	34
2023 Q3	$7.4M	Buy	21,133 +850	+4%	+$298K	0.48%	45
2023 Q2	$6.92M	Sell	20,283 -2,425	-11%	-$827K	0.42%	52
2023 Q1	$7.01M	Sell	22,708 -248	-1%	-$76.6K	0.45%	47
2022 Q4	$7.09M	Buy	22,956 +1,095	+5%	+$338K	0.5%	39
2022 Q3	$5.84M	Sell	21,861 -6,516	-23%	-$1.74M	0.46%	43
2022 Q2	$7.75M	Buy	28,377 +6,018	+27%	+$1.64M	0.61%	25
2022 Q1	$7.89M	Buy	22,359 +8,792	+65%	+$3.1M	0.53%	33
2021 Q4	$4.06M	Buy	13,567 +2,189	+19%	+$655K	0.31%	89
2021 Q3	$3.11M	Buy	11,378 +3,947	+53%	+$1.08M	0.3%	89
2021 Q2	$2.07M	Buy	7,431 +815	+12%	+$226K	0.25%	104
2021 Q1	$1.69M	Buy	6,616 +4,708	+247%	+$1.2M	0.26%	96
2020 Q4	$442K	Sell	1,908 -257	-12%	-$59.5K	0.09%	171
2020 Q3	$461K	Sell	2,165 -13	-0.6%	-$2.77K	0.11%	152
2020 Q2	$389K	Sell	2,178 -1,793	-45%	-$320K	0.1%	152
2020 Q1	$726K	Sell	3,971 -542	-12%	-$99.1K	0.19%	112
2019 Q4	$1.02M	Sell	4,513 -100	-2%	-$22.7K	0.25%	85
2019 Q3	$960K	Buy	4,613 +286	+7%	+$59.5K	0.24%	83
2019 Q2	$922K	Buy	4,327 +2,218	+105%	+$473K	0.28%	76
2019 Q1	$424K	Buy	2,109 +600	+40%	+$121K	0.16%	123
2018 Q4	$308K	Buy	+1,509	New	+$308K	0.18%	123