Financial Advocates Investment Management Berkshire Hathaway Inc Class B Transaction History

Financial Advocates Investment Management

  • $1.78 Billion
  • Q3 2024

A detailed history of Financial Advocates Investment Management transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Financial Advocates Investment Management holds 21,164 shares of BRK-B stock, worth $9.71 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
21,164
Previous 21,938 3.53%
Holding current value
$9.71 Million
Previous $8.92 Million 9.14%
% of portfolio
0.55%
Previous 0.56%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$405.19 - $478.57 $313,617 - $370,413
-774 Reduced 3.53%
21,164 $9.74 Million
Q2 2024

Jul 26, 2024
SELL
$396.73 - $420.24 $244,782 - $259,288
-617 Reduced 2.74%
21,938 $8.92 Million
Q1 2024

May 01, 2024
BUY
$359.29 - $420.52 $580,253 - $679,139
1,615 Added 7.71%
22,555 $9.48 Million
Q4 2023

Feb 08, 2024
SELL
$331.71 - $362.68 $445,154 - $486,716
-1,342 Reduced 6.02%
20,940 $7.47 Million
Q3 2023

Oct 27, 2023
BUY
$340.9 - $370.48 $435,329 - $473,102
1,277 Added 6.08%
22,282 $7.81 Million
Q2 2023

Aug 07, 2023
SELL
$309.07 - $341.0 $262,400 - $289,509
-849 Reduced 3.88%
21,005 $7.16 Million
Q1 2023

May 11, 2023
SELL
$293.51 - $320.37 $1.08 Million - $1.18 Million
-3,689 Reduced 14.44%
21,854 $6.75 Million
Q4 2022

Feb 14, 2023
SELL
$264.0 - $318.6 $2.3 Million - $2.78 Million
-8,715 Reduced 25.44%
25,543 $7.89 Million
Q3 2022

Nov 14, 2022
BUY
$264.32 - $306.65 $1.53 Million - $1.77 Million
5,775 Added 20.28%
34,258 $7.86 Million
Q2 2022

Aug 12, 2022
SELL
$267.52 - $353.1 $2.18 Million - $2.87 Million
-8,135 Reduced 22.22%
28,483 $7.78 Million
Q1 2022

May 11, 2022
BUY
$300.79 - $359.57 $3.78 Million - $4.52 Million
12,568 Added 52.26%
36,618 $12.9 Million
Q4 2021

Feb 14, 2022
SELL
$273.64 - $300.17 $78,261 - $85,848
-286 Reduced 1.18%
24,050 $7.19 Million
Q3 2021

Nov 04, 2021
SELL
$272.66 - $291.28 $695,555 - $743,055
-2,551 Reduced 9.49%
24,336 $6.64 Million
Q2 2021

Aug 03, 2021
BUY
$258.2 - $292.52 $418,284 - $473,882
1,620 Added 6.41%
26,887 $5.65 Million
Q1 2021

May 10, 2021
SELL
$227.36 - $263.99 $6,820 - $7,919
-30 Reduced 0.12%
25,267 $6.46 Million
Q4 2020

Feb 12, 2021
BUY
$200.7 - $233.92 $342,996 - $399,769
1,709 Added 7.25%
25,297 $5.87 Million
Q3 2020

Nov 04, 2020
SELL
$177.99 - $221.68 $66,924 - $83,351
-376 Reduced 1.57%
23,588 $5.02 Million
Q2 2020

Aug 14, 2020
BUY
$169.25 - $201.56 $998,067 - $1.19 Million
5,897 Added 32.64%
23,964 $4.28 Million
Q1 2020

Apr 29, 2020
BUY
$162.13 - $230.2 $758,444 - $1.08 Million
4,678 Added 34.94%
18,067 $3.3 Million
Q4 2019

Feb 13, 2020
SELL
$203.1 - $227.05 $351,363 - $392,796
-1,730 Reduced 11.44%
13,389 $3.03 Million
Q3 2019

Nov 13, 2019
BUY
$195.81 - $215.25 $34,070 - $37,453
174 Added 1.16%
15,119 $3.15 Million
Q2 2019

Aug 08, 2019
BUY
$197.42 - $218.6 $58,831 - $65,142
298 Added 2.03%
14,945 $3.19 Million
Q1 2019

May 16, 2019
SELL
$191.66 - $209.19 $85,480 - $93,298
-446 Reduced 2.96%
14,647 $2.94 Million
Q4 2018

May 09, 2019
SELL
$187.76 - $223.76 $868,014 - $1.03 Million
-4,623 Reduced 23.45%
15,093 $3.08 Million
Q4 2018

Mar 04, 2019
BUY
$187.76 - $223.76 $868,014 - $1.03 Million
4,623 Added 30.63%
19,716 $3.18 Million
Q4 2018

Feb 14, 2019
SELL
$187.76 - $223.76 $1.15 Million - $1.37 Million
-6,124 Reduced 28.86%
15,093 $3.08 Million
Q3 2018

Nov 14, 2018
BUY
$186.02 - $221.68 $196,623 - $234,315
1,057 Added 5.24%
21,217 $0
Q2 2018

Aug 09, 2018
BUY
$184.91 - $201.2 $22,743 - $24,747
123 Added 0.61%
20,160 $3.78 Million
Q1 2018

May 11, 2018
SELL
$191.42 - $217.25 $318,331 - $361,286
-1,663 Reduced 7.66%
20,037 $4 Million
Q4 2017

Feb 15, 2018
BUY
$181.06 - $199.56 $3.93 Million - $4.33 Million
21,700
21,700 $4.3 Million

Others Institutions Holding BRK-B

# of Institutions
4,381
Shares Held
839M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
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