FIA
Foundations Investment Advisors’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 | $15.3M | Buy |
31,464
+3,581
| +13% | +$1.74M | 0.24% | 106 |
|
|
2025
Q1 | $14.9M | Sell |
27,883
-5,180
| -16% | -$2.76M | 0.27% | 94 |
|
|
2024
Q4 | $15M | Buy |
33,063
+2,442
| +8% | +$1.11M | 0.29% | 79 |
|
|
2024
Q3 | $14.1M | Buy |
30,621
+11,480
| +60% | +$5.28M | 0.3% | 77 |
|
|
2024
Q2 | $7.79M | Buy |
19,141
+2,079
| +12% | +$846K | 0.19% | 99 |
|
|
2024
Q1 | $7.17M | Buy |
17,062
+1,912
| +13% | +$804K | 0.19% | 97 |
|
|
2023
Q4 | $5.85M | Sell |
15,150
-3,541
| -19% | -$1.37M | 0.16% | 107 |
|
|
2023
Q3 | $6.55M | Buy |
18,691
+5,292
| +39% | +$1.85M | 0.2% | 91 |
|
|
2023
Q2 | $4.57M | Sell |
13,399
-3,247
| -20% | -$1.11M | 0.15% | 96 |
|
|
2023
Q1 | $5.14M | Buy |
16,646
+110
| +0.7% | +$34K | 0.18% | 84 |
|
|
2022
Q4 | $5.11M | Buy |
16,536
+5,027
| +44% | +$1.55M | 0.2% | 65 |
|
|
2022
Q3 | $3.07M | Buy |
11,509
+7,583
| +193% | +$2.02M | 0.13% | 69 |
|
|
2022
Q2 | $1.08M | Buy |
3,926
+770
| +24% | +$212K | 0.05% | 135 |
|
|
2022
Q1 | $1.09M | Sell |
3,156
-99
| -3% | -$34.1K | 0.04% | 121 |
|
|
2021
Q4 | $1.04M | Buy |
3,255
+426
| +15% | +$137K | 0.04% | 121 |
|
|
2021
Q3 | $787K | Buy |
2,829
+270
| +11% | +$75.1K | 0.03% | 132 |
|
|
2021
Q2 | $718K | Buy |
2,559
+256
| +11% | +$71.8K | 0.03% | 125 |
|
|
2021
Q1 | $607K | Buy |
2,303
+499
| +28% | +$132K | 0.04% | 124 |
|
|
2020
Q4 | $422K | Sell |
1,804
-317
| -15% | -$74.2K | 0.03% | 126 |
|
|
2020
Q3 | $448K | Sell |
2,121
-337
| -14% | -$71.2K | 0.1% | 116 |
|
|
2020
Q2 | $440K | Buy |
2,458
+114
| +5% | +$20.4K | 0.04% | 107 |
|
|
2020
Q1 | $412K | Sell |
2,344
-215
| -8% | -$37.8K | 0.05% | 77 |
|
|
2019
Q4 | $581K | Sell |
2,559
-1,152
| -31% | -$262K | 0.07% | 92 |
|
|
2019
Q3 | $761K | Buy |
3,711
+126
| +4% | +$25.8K | 0.1% | 79 |
|
|
2019
Q2 | $771K | Buy |
3,585
+360
| +11% | +$77.4K | 0.12% | 68 |
|
|
2019
Q1 | $648K | Sell |
3,225
-69
| -2% | -$13.9K | 0.11% | 56 |
|
|
2018
Q4 | $685K | Sell |
3,294
-391
| -11% | -$81.3K | 0.14% | 47 |
|
|
2018
Q3 | $789K | Buy |
3,685
+54
| +1% | +$11.6K | 0.19% | 48 |
|
|
2018
Q2 | $678K | Buy |
+3,631
| New | +$678K | 0.18% | 43 |
|