JMFC
J.M. Forbes & Co’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 | $6.33M | Buy |
13,030
+365
| +3% | +$177K | 0.58% | 52 |
|
|
2025
Q1 | $6.75M | Sell |
12,665
-57
| -0.4% | -$30.4K | 0.65% | 48 |
|
|
2024
Q4 | $5.77M | Buy |
12,722
+326
| +3% | +$148K | 0.56% | 52 |
|
|
2024
Q3 | $5.71M | Buy |
12,396
+22
| +0.2% | +$10.1K | 0.56% | 54 |
|
|
2024
Q2 | $5.03M | Sell |
12,374
-52
| -0.4% | -$21.2K | 0.52% | 55 |
|
|
2024
Q1 | $5.23M | Buy |
12,426
+50
| +0.4% | +$21K | 0.57% | 53 |
|
|
2023
Q4 | $4.41M | Sell |
12,376
-177
| -1% | -$63.1K | 0.51% | 52 |
|
|
2023
Q3 | $4.4M | Buy |
12,553
+328
| +3% | +$115K | 0.57% | 53 |
|
|
2023
Q2 | $4.17M | Buy |
12,225
+8,792
| +256% | +$3M | 0.52% | 54 |
|
|
2023
Q1 | $1.06M | Buy |
3,433
+25
| +0.7% | +$7.72K | 0.15% | 52 |
|
|
2022
Q4 | $1.05M | Hold |
3,408
| – | – | 0.15% | 53 |
|
|
2022
Q3 | $910K | Sell |
3,408
-10
| -0.3% | -$2.67K | 0.14% | 55 |
|
|
2022
Q2 | $933K | Buy |
3,418
+10
| +0.3% | +$2.73K | 0.14% | 58 |
|
|
2022
Q1 | $1.2M | Sell |
3,408
-6
| -0.2% | -$2.12K | 0.15% | 55 |
|
|
2021
Q4 | $1.02M | Sell |
3,414
-7
| -0.2% | -$2.09K | 0.12% | 61 |
|
|
2021
Q3 | $934K | Sell |
3,421
-150
| -4% | -$41K | 0.12% | 57 |
|
|
2021
Q2 | $992K | Buy |
3,571
+150
| +4% | +$41.7K | 0.13% | 55 |
|
|
2021
Q1 | $874K | Sell |
3,421
-20
| -0.6% | -$5.11K | 0.12% | 54 |
|
|
2020
Q4 | $798K | Hold |
3,441
| – | – | 0.12% | 57 |
|
|
2020
Q3 | $733K | Hold |
3,441
| – | – | 0.12% | 56 |
|
|
2020
Q2 | $614K | Buy |
3,441
+134
| +4% | +$23.9K | 0.11% | 57 |
|
|
2020
Q1 | $605K | Buy |
3,307
+430
| +15% | +$78.7K | 0.14% | 53 |
|
|
2019
Q4 | $652K | Sell |
2,877
-10
| -0.3% | -$2.27K | 0.11% | 66 |
|
|
2019
Q3 | $601K | Buy |
2,887
+360
| +14% | +$74.9K | 0.12% | 66 |
|
|
2019
Q2 | $539K | Buy |
2,527
+100
| +4% | +$21.3K | 0.1% | 65 |
|
|
2019
Q1 | $488K | Sell |
2,427
-50
| -2% | -$10.1K | 0.1% | 70 |
|
|
2018
Q4 | $506K | Buy |
2,477
+50
| +2% | +$10.2K | 0.12% | 66 |
|
|
2018
Q3 | $520K | Hold |
2,427
| – | – | 0.11% | 71 |
|
|
2018
Q2 | $453K | Sell |
2,427
-20
| -0.8% | -$3.73K | 0.1% | 75 |
|
|
2018
Q1 | $488K | Buy |
2,447
+100
| +4% | +$19.9K | 0.11% | 73 |
|
|
2017
Q4 | $465K | Hold |
2,347
| – | – | 0.11% | 74 |
|
|
2017
Q3 | $430K | Sell |
2,347
-33
| -1% | -$6.05K | 0.11% | 71 |
|
|
2017
Q2 | $403K | Hold |
2,380
| – | – | 0.1% | 72 |
|
|
2017
Q1 | $397K | Buy |
2,380
+275
| +13% | +$45.9K | 0.1% | 72 |
|
|
2016
Q4 | $343K | Hold |
2,105
| – | – | 0.09% | 72 |
|
|
2016
Q3 | $304K | Hold |
2,105
| – | – | 0.08% | 79 |
|
|
2016
Q2 | $304K | Hold |
2,105
| – | – | 0.08% | 74 |
|
|
2016
Q1 | $298K | Hold |
2,105
| – | – | 0.09% | 69 |
|
|
2015
Q4 | $277K | Hold |
2,105
| – | – | 0.07% | 74 |
|
|
2015
Q3 | $274K | Hold |
2,105
| – | – | 0.08% | 72 |
|
|
2015
Q2 | $287K | Buy |
2,105
+30
| +1% | +$4.09K | 0.08% | 74 |
|
|
2015
Q1 | $299K | Hold |
2,075
| – | – | 0.08% | 77 |
|
|
2014
Q4 | $311K | Hold |
2,075
| – | – | 0.08% | 75 |
|
|
2014
Q3 | $286K | Sell |
2,075
-30
| -1% | -$4.14K | 0.07% | 76 |
|
|
2014
Q2 | $266K | Hold |
2,105
| – | – | 0.07% | 81 |
|
|
2014
Q1 | $263K | Hold |
2,105
| – | – | 0.07% | 80 |
|
|
2013
Q4 | $249K | Sell |
2,105
-91
| -4% | -$10.8K | 0.06% | 85 |
|
|
2013
Q3 | $249K | Hold |
2,196
| – | – | 0.07% | 80 |
|
|
2013
Q2 | $246K | Buy |
+2,196
| New | +$246K | 0.07% | 72 |
|