BWM

Baystate Wealth Management’s Berkshire Hathaway Class A BRK.A Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$543K	Hold	1	–	–	0.04%	134
2023 Q3	$531K	Hold	1	–	–	0.04%	126
2023 Q2	$518K	Hold	1	–	–	0.04%	131
2023 Q1	$466K	Hold	1	–	–	0.04%	134
2022 Q4	$469K	Hold	1	–	–	0.04%	145
2022 Q3	$406K	Hold	1	–	–	0.04%	138
2022 Q2	$409K	Hold	1	–	–	0.04%	134
2022 Q1	$529K	Hold	1	–	–	0.05%	113
2021 Q4	$451K	Hold	1	–	–	0.04%	118
2021 Q3	$411K	Hold	1	–	–	0.04%	106
2021 Q2	$419K	Sell	1 -1	-50%	-$419K	0.04%	104
2021 Q1	$771K	Hold	2	–	–	0.08%	71
2020 Q4	$696K	Hold	2	–	–	0.08%	68
2020 Q3	$640K	Hold	2	–	–	0.08%	66
2020 Q2	$535K	Hold	2	–	–	0.06%	71
2020 Q1	$544K	Hold	2	–	–	0.07%	62
2019 Q4	$679K	Hold	2	–	–	0.08%	55
2019 Q3	$624K	Hold	2	–	–	0.08%	51
2019 Q2	$644K	Hold	2	–	–	0.08%	50
2019 Q1	$632K	Hold	2	–	–	0.08%	51
2018 Q4	$613K	Hold	2	–	–	0.09%	46
2018 Q3	$638K	Hold	2	–	–	0.11%	43
2018 Q2	$577K	Hold	2	–	–	0.09%	44
2018 Q1	$598K	Hold	2	–	–	0.09%	43
2017 Q4	$648K	Hold	2	–	–	0.1%	41
2017 Q3	$562K	Hold	2	–	–	0.09%	42
2017 Q2	$512K	Hold	2	–	–	0.09%	41
2017 Q1	$496K	Hold	2	–	–	0.1%	39
2016 Q4	$493K	Hold	2	–	–	0.1%	36
2016 Q3	$432K	Hold	2	–	–	0.09%	37
2016 Q2	$434K	Hold	2	–	–	0.1%	36
2016 Q1	$427K	Hold	2	–	–	0.09%	34
2015 Q4	$396K	Hold	2	–	–	0.08%	34
2015 Q3	$390K	Hold	2	–	–	0.1%	34
2015 Q2	$410K	Hold	2	–	–	0.11%	34
2015 Q1	$435K	Hold	2	–	–	0.12%	36
2014 Q4	$452K	Hold	2	–	–	0.14%	33
2014 Q3	$414K	Hold	2	–	–	0.13%	37
2014 Q2	$380K	Hold	2	–	–	0.13%	35
2014 Q1	$375K	Hold	2	–	–	0.14%	34
2013 Q4	$356K	Buy	+2	New	+$356K	0.15%	29
2013 Q3	–	Sell	-2	Closed	-$337K	–	49
2013 Q2	$337K	Buy	+2	New	+$337K	0.17%	33