FRM
Foundation Resource 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 | $46.9M | Sell |
96,577
-1,196
| -1% | -$581K | 7.25% | 1 |
|
|
2025
Q1 | $52.1M | Sell |
97,773
-2,686
| -3% | -$1.43M | 8.21% | 1 |
|
|
2024
Q4 | $45.5M | Buy |
100,459
+522
| +0.5% | +$237K | 7.61% | 2 |
|
|
2024
Q3 | $46M | Sell |
99,937
-394
| -0.4% | -$181K | 7.11% | 3 |
|
|
2024
Q2 | $40.8M | Sell |
100,331
-986
| -1% | -$401K | 6.52% | 3 |
|
|
2024
Q1 | $42.6M | Buy |
101,317
+635
| +0.6% | +$267K | 6.69% | 3 |
|
|
2023
Q4 | $35.9M | Sell |
100,682
-2,413
| -2% | -$861K | 5.72% | 3 |
|
|
2023
Q3 | $36.1M | Sell |
103,095
-463
| -0.4% | -$162K | 5.99% | 5 |
|
|
2023
Q2 | $35.3M | Buy |
103,558
+976
| +1% | +$333K | 5.88% | 4 |
|
|
2023
Q1 | $31.7M | Sell |
102,582
-295
| -0.3% | -$91.1K | 5.25% | 5 |
|
|
2022
Q4 | $31.8M | Sell |
102,877
-801
| -0.8% | -$247K | 5.26% | 5 |
|
|
2022
Q3 | $27.7M | Buy |
103,678
+665
| +0.6% | +$178K | 5.26% | 6 |
|
|
2022
Q2 | $28.1M | Sell |
103,013
-2,719
| -3% | -$742K | 5.01% | 7 |
|
|
2022
Q1 | $37.3M | Sell |
105,732
-10,436
| -9% | -$3.68M | 5.76% | 5 |
|
|
2021
Q4 | $34.7M | Sell |
116,168
-320
| -0.3% | -$95.7K | 6.75% | 2 |
|
|
2021
Q3 | $31.8M | Buy |
116,488
+5,464
| +5% | +$1.49M | 7.17% | 2 |
|
|
2021
Q2 | $30.9M | Sell |
111,024
-3,661
| -3% | -$1.02M | 6.93% | 2 |
|
|
2021
Q1 | $29.3M | Sell |
114,685
-961
| -0.8% | -$246K | 6.97% | 2 |
|
|
2020
Q4 | $26.8M | Sell |
115,646
-1,622
| -1% | -$376K | 7% | 2 |
|
|
2020
Q3 | $25M | Sell |
117,268
-2,268
| -2% | -$483K | 7.62% | 2 |
|
|
2020
Q2 | $21.3M | Sell |
119,536
-2,726
| -2% | -$487K | 6.56% | 2 |
|
|
2020
Q1 | $22.4M | Sell |
122,262
-33,900
| -22% | -$6.2M | 7.98% | 2 |
|
|
2019
Q4 | $35.4M | Sell |
156,162
-7,512
| -5% | -$1.7M | 8.01% | 2 |
|
|
2019
Q3 | $34M | Sell |
163,674
-2,892
| -2% | -$602K | 7.44% | 2 |
|
|
2019
Q2 | $35.5M | Sell |
166,566
-1,249
| -0.7% | -$266K | 7.25% | 2 |
|
|
2019
Q1 | $33.7M | Sell |
167,815
-6,725
| -4% | -$1.35M | 7.07% | 2 |
|
|
2018
Q4 | $35.6M | Sell |
174,540
-122
| -0.1% | -$24.9K | 7.7% | 1 |
|
|
2018
Q3 | $37.4M | Sell |
174,662
-1,176
| -0.7% | -$252K | 7.23% | 2 |
|
|
2018
Q2 | $32.8M | Sell |
175,838
-1,374
| -0.8% | -$256K | 6.36% | 3 |
|
|
2018
Q1 | $35.4M | Sell |
177,212
-60,955
| -26% | -$12.2M | 7.11% | 3 |
|
|
2017
Q4 | $47.2M | Sell |
238,167
-4,663
| -2% | -$924K | 8.5% | 1 |
|
|
2017
Q3 | $44.5M | Sell |
242,830
-3,821
| -2% | -$700K | 7.37% | 2 |
|
|
2017
Q2 | $41.8M | Sell |
246,651
-140
| -0.1% | -$23.7K | 7.49% | 2 |
|
|
2017
Q1 | $41.1M | Sell |
246,791
-14,185
| -5% | -$2.36M | 7.21% | 2 |
|
|
2016
Q4 | $42.5M | Sell |
260,976
-565
| -0.2% | -$92.1K | 7.2% | 2 |
|
|
2016
Q3 | $37.8M | Sell |
261,541
-850
| -0.3% | -$123K | 6.75% | 4 |
|
|
2016
Q2 | $38M | Sell |
262,391
-77
| -0% | -$11.1K | 7.07% | 3 |
|
|
2016
Q1 | $37.2M | Sell |
262,468
-2,158
| -0.8% | -$306K | 7.65% | 2 |
|
|
2015
Q4 | $34.9M | Sell |
264,626
-4,379
| -2% | -$578K | 7.58% | 4 |
|
|
2015
Q3 | $35.1M | Sell |
269,005
-808
| -0.3% | -$105K | 7.54% | 3 |
|
|
2015
Q2 | $36.7M | Sell |
269,813
-11,280
| -4% | -$1.54M | 6.65% | 4 |
|
|
2015
Q1 | $40.6M | Sell |
281,093
-31,629
| -10% | -$4.56M | 6.67% | 4 |
|
|
2014
Q4 | $47M | Sell |
312,722
-875
| -0.3% | -$131K | 6.6% | 3 |
|
|
2014
Q3 | $43.3M | Sell |
313,597
-4,469
| -1% | -$617K | 5.66% | 4 |
|
|
2014
Q2 | $40.3M | Sell |
318,066
-2,098
| -0.7% | -$266K | 4.91% | 6 |
|
|
2014
Q1 | $40M | Sell |
320,164
-8,582
| -3% | -$1.07M | 5.11% | 5 |
|
|
2013
Q4 | $39M | Sell |
328,746
-1,586
| -0.5% | -$188K | 4.9% | 5 |
|
|
2013
Q3 | $37.5M | Sell |
330,332
-3,789
| -1% | -$430K | 4.81% | 4 |
|
|
2013
Q2 | $37.4M | Buy |
+334,121
| New | +$37.4M | 4.88% | 4 |
|