FRM

Foundation Resource Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Foundation Resource Management’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Hold	4	–	–	0.45%	39
2025 Q1	$3.19M	Sell	4 -1	-20%	-$798K	0.5%	38
2024 Q4	$3.4M	Hold	5	–	–	0.57%	38
2024 Q3	$3.46M	Hold	5	–	–	0.53%	36
2024 Q2	$3.06M	Hold	5	–	–	0.49%	39
2024 Q1	$3.17M	Hold	5	–	–	0.5%	39
2023 Q4	$2.71M	Hold	5	–	–	0.43%	40
2023 Q3	$2.66M	Hold	5	–	–	0.44%	39
2023 Q2	$2.59M	Hold	5	–	–	0.43%	38
2023 Q1	$2.33M	Hold	5	–	–	0.39%	38
2022 Q4	$2.34M	Hold	5	–	–	0.39%	38
2022 Q3	$2.03M	Buy	5 +4	+400%	+$1.63M	0.39%	38
2022 Q2	$409K	Hold	1	–	–	0.07%	46
2022 Q1	$529K	Hold	1	–	–	0.08%	45
2021 Q4	$451K	Hold	1	–	–	0.09%	44
2021 Q3	$411K	Sell	1 -4	-80%	-$1.64M	0.09%	43
2021 Q2	$2.09M	Hold	5	–	–	0.47%	33
2021 Q1	$1.93M	Hold	5	–	–	0.46%	32
2020 Q4	$1.74M	Hold	5	–	–	0.45%	31
2020 Q3	$1.6M	Hold	5	–	–	0.49%	32
2020 Q2	$1.34M	Hold	5	–	–	0.41%	33
2020 Q1	$1.36M	Hold	5	–	–	0.49%	32
2019 Q4	$1.7M	Hold	5	–	–	0.38%	35
2019 Q3	$1.56M	Hold	5	–	–	0.34%	35
2019 Q2	$1.59M	Hold	5	–	–	0.33%	36
2019 Q1	$1.51M	Hold	5	–	–	0.32%	36
2018 Q4	$1.53M	Hold	5	–	–	0.33%	33
2018 Q3	$1.6M	Hold	5	–	–	0.31%	39
2018 Q2	$1.41M	Hold	5	–	–	0.27%	39
2018 Q1	$1.5M	Hold	5	–	–	0.3%	38
2017 Q4	$1.49M	Hold	5	–	–	0.27%	38
2017 Q3	$1.37M	Hold	5	–	–	0.23%	41
2017 Q2	$1.27M	Hold	5	–	–	0.23%	43
2017 Q1	$1.25M	Hold	5	–	–	0.22%	41
2016 Q4	$1.22M	Hold	5	–	–	0.21%	42
2016 Q3	$1.08M	Hold	5	–	–	0.19%	42
2016 Q2	$1.09M	Hold	5	–	–	0.2%	40
2016 Q1	$1.07M	Hold	5	–	–	0.22%	42
2015 Q4	$989K	Hold	5	–	–	0.21%	42
2015 Q3	$976K	Hold	5	–	–	0.21%	44
2015 Q2	$1.02M	Hold	5	–	–	0.19%	46
2015 Q1	$1.09M	Hold	5	–	–	0.18%	47
2014 Q4	$1.13M	Hold	5	–	–	0.16%	48
2014 Q3	$1.03M	Hold	5	–	–	0.14%	47
2014 Q2	$950K	Hold	5	–	–	0.12%	50
2014 Q1	$937K	Hold	5	–	–	0.12%	48
2013 Q4	$889K	Hold	5	–	–	0.11%	51
2013 Q3	$852K	Hold	5	–	–	0.11%	51
2013 Q2	$843K	Buy	+5	New	+$843K	0.11%	54