Boston Trust Walden’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.4M | Sell |
79,047
-150
| -0.2% | -$72.9K | 0.27% | 142 |
|
|
2025
Q1 | $42.2M | Sell |
79,197
-510
| -0.6% | -$272K | 0.31% | 128 |
|
|
2024
Q4 | $36.1M | Sell |
79,707
-383
| -0.5% | -$174K | 0.25% | 151 |
|
|
2024
Q3 | $36.9M | Sell |
80,090
-1,439
| -2% | -$662K | 0.26% | 152 |
|
|
2024
Q2 | $33.2M | Sell |
81,529
-304
| -0.4% | -$124K | 0.25% | 141 |
|
|
2024
Q1 | $34.4M | Sell |
81,833
-3,580
| -4% | -$1.51M | 0.25% | 141 |
|
|
2023
Q4 | $30.5M | Sell |
85,413
-896
| -1% | -$320K | 0.23% | 143 |
|
|
2023
Q3 | $30.2M | Sell |
86,309
-306
| -0.4% | -$107K | 0.25% | 140 |
|
|
2023
Q2 | $29.5M | Buy |
86,615
+218
| +0.3% | +$74.3K | 0.24% | 142 |
|
|
2023
Q1 | $26.7M | Buy |
86,397
+17
| +0% | +$5.25K | 0.23% | 149 |
|
|
2022
Q4 | $26.7M | Sell |
86,380
-1,415
| -2% | -$437K | 0.23% | 149 |
|
|
2022
Q3 | $23.4M | Buy |
87,795
+235
| +0.3% | +$62.8K | 0.23% | 152 |
|
|
2022
Q2 | $23.9M | Sell |
87,560
-731
| -0.8% | -$200K | 0.23% | 153 |
|
|
2022
Q1 | $31.2M | Sell |
88,291
-241
| -0.3% | -$85.1K | 0.26% | 137 |
|
|
2021
Q4 | $26.5M | Sell |
88,532
-459
| -0.5% | -$137K | 0.21% | 160 |
|
|
2021
Q3 | $24.3M | Sell |
88,991
-1,770
| -2% | -$483K | 0.22% | 156 |
|
|
2021
Q2 | $25.2M | Sell |
90,761
-41,004
| -31% | -$11.4M | 0.22% | 154 |
|
|
2021
Q1 | $33.7M | Sell |
131,765
-10,477
| -7% | -$2.68M | 0.33% | 110 |
|
|
2020
Q4 | $33M | Buy |
142,242
+7,297
| +5% | +$1.69M | 0.35% | 97 |
|
|
2020
Q3 | $28.7M | Buy |
134,945
+75
| +0.1% | +$16K | 0.36% | 85 |
|
|
2020
Q2 | $24.1M | Sell |
134,870
-166
| -0.1% | -$29.6K | 0.33% | 98 |
|
|
2020
Q1 | $24.7M | Sell |
135,036
-117,899
| -47% | -$21.6M | 0.39% | 74 |
|
|
2019
Q4 | $57.3M | Sell |
252,935
-1,249
| -0.5% | -$283K | 0.67% | 38 |
|
|
2019
Q3 | $52.9M | Buy |
254,184
+6,350
| +3% | +$1.32M | 0.66% | 38 |
|
|
2019
Q2 | $52.8M | Buy |
247,834
+750
| +0.3% | +$160K | 0.69% | 40 |
|
|
2019
Q1 | $49.6M | Buy |
247,084
+1,145
| +0.5% | +$230K | 0.68% | 39 |
|
|
2018
Q4 | $50.2M | Sell |
245,939
-20,965
| -8% | -$4.28M | 0.8% | 34 |
|
|
2018
Q3 | $57.1M | Buy |
266,904
+625
| +0.2% | +$134K | 0.79% | 32 |
|
|
2018
Q2 | $49.7M | Buy |
266,279
+205
| +0.1% | +$38.3K | 0.73% | 34 |
|
|
2018
Q1 | $53.1M | Sell |
266,074
-153
| -0.1% | -$30.5K | 0.81% | 30 |
|
|
2017
Q4 | $52.8M | Buy |
266,227
+6,835
| +3% | +$1.35M | 0.77% | 35 |
|
|
2017
Q3 | $47.6M | Buy |
259,392
+20,380
| +9% | +$3.74M | 0.74% | 37 |
|
|
2017
Q2 | $40.5M | Buy |
239,012
+14,109
| +6% | +$2.39M | 0.65% | 48 |
|
|
2017
Q1 | $37.5M | Buy |
224,903
+18,930
| +9% | +$3.16M | 0.58% | 56 |
|
|
2016
Q4 | $33.6M | Buy |
205,973
+19,655
| +11% | +$3.2M | 0.53% | 63 |
|
|
2016
Q3 | $26.9M | Buy |
186,318
+12,385
| +7% | +$1.79M | 0.44% | 83 |
|
|
2016
Q2 | $25.2M | Buy |
173,933
+1,715
| +1% | +$248K | 0.43% | 83 |
|
|
2016
Q1 | $24.4M | Buy |
172,218
+15,545
| +10% | +$2.21M | 0.43% | 82 |
|
|
2015
Q4 | $20.7M | Buy |
156,673
+38,360
| +32% | +$5.07M | 0.38% | 93 |
|
|
2015
Q3 | $15.4M | Buy |
118,313
+17,430
| +17% | +$2.27M | 0.26% | 153 |
|
|
2015
Q2 | $13.7M | Buy |
100,883
+52,661
| +109% | +$7.17M | 0.21% | 167 |
|
|
2015
Q1 | $6.96M | Buy |
48,222
+34,330
| +247% | +$4.95M | 0.1% | 200 |
|
|
2014
Q4 | $2.09M | Hold |
13,892
| – | – | 0.03% | 245 |
|
|
2014
Q3 | $1.92M | Hold |
13,892
| – | – | 0.03% | 242 |
|
|
2014
Q2 | $1.76M | Hold |
13,892
| – | – | 0.03% | 242 |
|
|
2014
Q1 | $1.74M | Buy |
13,892
+397
| +3% | +$49.6K | 0.03% | 235 |
|
|
2013
Q4 | $1.6M | Buy |
13,495
+325
| +2% | +$38.5K | 0.02% | 238 |
|
|
2013
Q3 | $1.5M | Hold |
13,170
| – | – | 0.02% | 233 |
|
|
2013
Q2 | $1.47M | Buy |
+13,170
| New | +$1.47M | 0.02% | 224 |
|