JMFC
J.M. Forbes & Co’s Berkshire Hathaway Class A BRK.A Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.07% | 87 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.08% | 85 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.07% | 88 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.07% | 90 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.06% | 88 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.07% | 90 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.06% | 94 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.07% | 90 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.06% | 94 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.06% | 78 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.07% | 77 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.06% | 82 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.06% | 83 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.07% | 79 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.05% | 86 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $419K | Hold |
1
| – | – | 0.05% | 87 |
|
|
2021
Q1 | $386K | Hold |
1
| – | – | 0.05% | 82 |
|
|
2020
Q4 | $348K | Hold |
1
| – | – | 0.05% | 83 |
|
|
2020
Q3 | $320K | Hold |
1
| – | – | 0.05% | 79 |
|
|
2020
Q2 | $267K | Hold |
1
| – | – | 0.05% | 81 |
|
|
2020
Q1 | $272K | Buy |
+1
| New | +$272K | 0.06% | 74 |
|