FAM
Formidable Asset Management’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.81M | Hold |
10,911
| – | – | 0.97% | 17 |
|
|
2025
Q1 | $5.81M | Buy |
10,911
+176
| +2% | +$93.7K | 0.97% | 17 |
|
|
2024
Q4 | $4.87M | Sell |
10,735
-85
| -0.8% | -$38.5K | 0.8% | 19 |
|
|
2024
Q3 | $4.98M | Buy |
10,820
+220
| +2% | +$101K | 0.8% | 20 |
|
|
2024
Q2 | $4.31M | Buy |
10,600
+74
| +0.7% | +$30.1K | 0.7% | 26 |
|
|
2024
Q1 | $4.43M | Buy |
10,526
+3,115
| +42% | +$1.31M | 0.72% | 22 |
|
|
2023
Q4 | $2.64M | Sell |
7,411
-104
| -1% | -$37.1K | 0.55% | 30 |
|
|
2023
Q3 | $2.63M | Buy |
7,515
+77
| +1% | +$27K | 0.58% | 24 |
|
|
2023
Q2 | $2.54M | Buy |
7,438
+2
| +0% | +$682 | 0.55% | 24 |
|
|
2023
Q1 | $2.31M | Sell |
7,436
-155
| -2% | -$48K | 0.49% | 31 |
|
|
2022
Q4 | $2.35M | Buy |
7,591
+93
| +1% | +$28.7K | 0.53% | 27 |
|
|
2022
Q3 | $2.17M | Hold |
7,498
| – | – | 0.5% | 31 |
|
|
2022
Q2 | $2.07M | Sell |
7,498
-222
| -3% | -$61.2K | 0.47% | 32 |
|
|
2022
Q1 | $2.72M | Sell |
7,720
-52
| -0.7% | -$18.3K | 0.52% | 31 |
|
|
2021
Q4 | $2.38M | Buy |
7,772
+42
| +0.5% | +$12.9K | 0.46% | 35 |
|
|
2021
Q3 | $2.11M | Buy |
7,730
+4,402
| +132% | +$1.2M | 0.4% | 43 |
|
|
2021
Q2 | $924K | Sell |
3,328
-4,623
| -58% | -$1.28M | 0.2% | 103 |
|
|
2021
Q1 | $2.05M | Buy |
7,951
+303
| +4% | +$78.2K | 0.45% | 45 |
|
|
2020
Q4 | $1.75M | Sell |
7,648
-21
| -0.3% | -$4.81K | 0.41% | 48 |
|
|
2020
Q3 | $1.62M | Buy |
7,669
+85
| +1% | +$18K | 0.47% | 42 |
|
|
2020
Q2 | $1.43M | Sell |
7,584
-335
| -4% | -$63.2K | 0.42% | 53 |
|
|
2020
Q1 | $1.45M | Sell |
7,919
-353
| -4% | -$64.5K | 0.57% | 37 |
|
|
2019
Q4 | $1.89M | Buy |
+8,272
| New | +$1.89M | 0.6% | 33 |
|
|
2019
Q3 | – | Sell |
-7,754
| Closed | -$1.59M | – | 138 |
|
|
2019
Q2 | $1.59M | Buy |
+7,754
| New | +$1.59M | 0.55% | 40 |
|
|
2017
Q4 | – | Sell |
-6,813
| Closed | -$1.25M | – | 121 |
|
|
2017
Q3 | $1.25M | Buy |
6,813
+31
| +0.5% | +$5.68K | 0.53% | 31 |
|
|
2017
Q2 | $1.15M | Sell |
6,782
-670
| -9% | -$114K | 0.57% | 30 |
|
|
2017
Q1 | $1.23M | Sell |
7,452
-160
| -2% | -$26.4K | 0.54% | 33 |
|
|
2016
Q4 | $1.24M | Sell |
7,612
-349
| -4% | -$56.9K | 0.63% | 33 |
|
|
2016
Q3 | $1.15M | Sell |
7,961
-85
| -1% | -$12.3K | 0.57% | 32 |
|
|
2016
Q2 | $1.18M | Buy |
8,046
+395
| +5% | +$57.7K | 0.65% | 28 |
|
|
2016
Q1 | $1.12M | Sell |
7,651
-409
| -5% | -$59.8K | 0.79% | 25 |
|
|
2015
Q4 | $1.06M | Hold |
8,060
| – | – | 0.73% | 26 |
|
|
2015
Q3 | $1.05M | Hold |
8,060
| – | – | 0.7% | 30 |
|
|
2015
Q2 | $1.1M | Hold |
8,060
| – | – | 0.7% | 29 |
|
|
2015
Q1 | $1.17M | Hold |
8,060
| – | – | 0.77% | 26 |
|
|
2014
Q4 | $1.21M | Hold |
8,060
| – | – | 0.83% | 25 |
|
|
2014
Q3 | $1.14M | Sell |
8,060
-45
| -0.6% | -$6.34K | 0.75% | 27 |
|
|
2014
Q2 | $1.03M | Buy |
8,105
+75
| +0.9% | +$9.49K | 0.62% | 31 |
|
|
2014
Q1 | $1.03M | Hold |
8,030
| – | – | 0.72% | 27 |
|
|
2013
Q4 | $904K | Buy |
8,030
+112
| +1% | +$12.6K | 0.61% | 30 |
|
|
2013
Q3 | $906K | Buy |
+7,918
| New | +$906K | 0.78% | 30 |
|