Chesley Taft & Associates’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 | $1.97M | Buy |
4,061
+52
| +1% | +$25.3K | 0.09% | 153 |
|
2025
Q1 | $2.14M | Buy |
4,009
+1,253
| +45% | +$667K | 0.1% | 137 |
|
2024
Q4 | $1.25M | Sell |
2,756
-90
| -3% | -$40.8K | 0.06% | 179 |
|
2024
Q3 | $1.31M | Sell |
2,846
-101
| -3% | -$46.5K | 0.06% | 173 |
|
2024
Q2 | $1.2M | Sell |
2,947
-10
| -0.3% | -$4.07K | 0.06% | 172 |
|
2024
Q1 | $1.24M | Sell |
2,957
-10
| -0.3% | -$4.21K | 0.06% | 171 |
|
2023
Q4 | $1.06M | Buy |
2,967
+1,561
| +111% | +$557K | 0.06% | 180 |
|
2023
Q3 | $493K | Buy |
1,406
+66
| +5% | +$23.1K | 0.03% | 224 |
|
2023
Q2 | $457K | Sell |
1,340
-20
| -1% | -$6.82K | 0.03% | 232 |
|
2023
Q1 | $420K | Buy |
1,360
+70
| +5% | +$21.6K | 0.03% | 235 |
|
2022
Q4 | $398K | Sell |
1,290
-80
| -6% | -$24.7K | 0.03% | 234 |
|
2022
Q3 | $366K | Hold |
1,370
| – | – | 0.03% | 235 |
|
2022
Q2 | $374K | Sell |
1,370
-185
| -12% | -$50.5K | 0.03% | 247 |
|
2022
Q1 | $544K | Sell |
1,555
-16
| -1% | -$5.6K | 0.03% | 226 |
|
2021
Q4 | $470K | Sell |
1,571
-209
| -12% | -$62.5K | 0.02% | 241 |
|
2021
Q3 | $486K | Sell |
1,780
-480
| -21% | -$131K | 0.03% | 236 |
|
2021
Q2 | $628K | Sell |
2,260
-1,150
| -34% | -$320K | 0.04% | 212 |
|
2021
Q1 | $896K | Sell |
3,410
-550
| -14% | -$145K | 0.05% | 179 |
|
2020
Q4 | $918K | Buy |
3,960
+350
| +10% | +$81.1K | 0.06% | 173 |
|
2020
Q3 | $769K | Buy |
3,610
+2,385
| +195% | +$508K | 0.05% | 176 |
|
2020
Q2 | $219K | Sell |
1,225
-650
| -35% | -$116K | 0.02% | 248 |
|
2020
Q1 | $343K | Buy |
1,875
+500
| +36% | +$91.5K | 0.03% | 204 |
|
2019
Q4 | $311K | Sell |
1,375
-115
| -8% | -$26K | 0.02% | 239 |
|
2019
Q3 | $310K | Sell |
1,490
-160
| -10% | -$33.3K | 0.02% | 230 |
|
2019
Q2 | $352K | Buy |
1,650
+110
| +7% | +$23.5K | 0.03% | 223 |
|
2019
Q1 | $309K | Sell |
1,540
-235
| -13% | -$47.2K | 0.03% | 225 |
|
2018
Q4 | $362K | Buy |
1,775
+310
| +21% | +$63.2K | 0.04% | 222 |
|
2018
Q3 | $314K | Buy |
1,465
+190
| +15% | +$40.7K | 0.03% | 251 |
|
2018
Q2 | $238K | Hold |
1,275
| – | – | 0.02% | 256 |
|
2018
Q1 | $254K | Sell |
1,275
-297
| -19% | -$59.2K | 0.02% | 246 |
|
2017
Q4 | $312K | Buy |
1,572
+137
| +10% | +$27.2K | 0.03% | 251 |
|
2017
Q3 | $263K | Sell |
1,435
-15
| -1% | -$2.75K | 0.02% | 262 |
|
2017
Q2 | $246K | Hold |
1,450
| – | – | 0.02% | 259 |
|
2017
Q1 | $242K | Hold |
1,450
| – | – | 0.02% | 257 |
|
2016
Q4 | $236K | Buy |
+1,450
| New | +$236K | 0.02% | 255 |
|
2016
Q2 | – | Sell |
-1,575
| Closed | -$223K | – | 251 |
|
2016
Q1 | $223K | Buy |
+1,575
| New | +$223K | 0.02% | 232 |
|
2013
Q4 | – | Sell |
-1,767
| Closed | -$201K | – | 269 |
|
2013
Q3 | $201K | Buy |
+1,767
| New | +$201K | 0.02% | 255 |
|