Foundations Investment Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
3
| – | – | 0.03% | 302 |
|
|
2025
Q1 | $2.4M | Buy |
3
+1
| +50% | +$798K | 0.04% | 273 |
|
|
2024
Q4 | $1.36M | Buy |
+2
| New | +$1.36M | 0.03% | 350 |
|
|
2023
Q3 | – | Sell |
-1
| Closed | -$518K | – | 644 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.02% | 359 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.02% | 334 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.02% | 286 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.02% | 285 |
|
|
2022
Q2 | $414K | Buy |
+1
| New | +$414K | 0.02% | 259 |
|