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Berkshire Hathaway shares owned by Foundations Investment Advisors

Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Foundations Investment Advisors from 13F filings

Historical chart of Foundations Investment Advisors investment in Berkshire Hathaway

Tip: Access up to 7 years of quarterly data

All positions including Berkshire Hathaway held by Foundations Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Foundations Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 15k 386.44
2023-09-30 $6.5M 19k 350.29
2023-06-30 $4.6M 13k 341.00
2023-03-31 $5.1M 17k 308.77
2022-12-31 $5.1M 17k 308.90
2022-09-30 $3.1M 12k 267.01
2022-06-30 $1.1M 3.9k 275.60
2022-03-31 $1.1M 3.2k 344.42
2021-12-31 $1.0M 3.3k 320.43
2021-09-30 $787k 2.8k 278.19
2021-06-30 $718k 2.6k 280.58
2021-03-31 $607k 2.3k 263.57
2020-12-31 $422k 1.8k 233.92
2020-09-30 $448k 2.1k 211.22
2020-06-30 $440k 2.5k 179.01
2020-03-31 $412k 2.3k 175.77
2019-12-31 $581k 2.6k 227.04
2019-09-30 $761k 3.7k 205.07
2019-06-30 $771k 3.6k 215.06
2019-03-31 $648k 3.2k 200.93
2018-12-31 $685k 3.3k 207.95
2018-09-30 $789k 3.7k 214.11
2018-06-30 $678k 3.6k 186.73