Choate Investment Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.4M | Buy |
17
+1
| +6% | +$729K | 0.27% | 49 |
|
2025
Q1 | $12.8M | Hold |
16
| – | – | 0.32% | 49 |
|
2024
Q4 | $10.9M | Sell |
16
-11
| -41% | -$7.49M | 0.26% | 51 |
|
2024
Q3 | $18.7M | Hold |
27
| – | – | 0.48% | 30 |
|
2024
Q2 | $16.5M | Hold |
27
| – | – | 0.43% | 31 |
|
2024
Q1 | $17.1M | Hold |
27
| – | – | 0.46% | 26 |
|
2023
Q4 | $14.7M | Hold |
27
| – | – | 0.45% | 25 |
|
2023
Q3 | $14.3M | Hold |
27
| – | – | 0.56% | 19 |
|
2023
Q2 | $14M | Buy |
27
+10
| +59% | +$5.18M | 0.58% | 17 |
|
2023
Q1 | $7.92M | Sell |
17
-1
| -6% | -$466K | 0.38% | 25 |
|
2022
Q4 | $8.44M | Buy |
18
+2
| +13% | +$937K | 0.51% | 25 |
|
2022
Q3 | $6.5M | Hold |
16
| – | – | 0.43% | 25 |
|
2022
Q2 | $6.54M | Sell |
16
-1
| -6% | -$409K | 0.4% | 26 |
|
2022
Q1 | $8.99M | Sell |
17
-1
| -6% | -$529K | 0.48% | 20 |
|
2021
Q4 | $8.11M | Hold |
18
| – | – | 0.47% | 21 |
|
2021
Q3 | $7.41M | Hold |
18
| – | – | 0.47% | 22 |
|
2021
Q2 | $7.54M | Hold |
18
| – | – | 0.46% | 22 |
|
2021
Q1 | $6.94M | Sell |
18
-1
| -5% | -$386K | 0.43% | 23 |
|
2020
Q4 | $6.61M | Sell |
19
-1
| -5% | -$348K | 0.4% | 22 |
|
2020
Q3 | $6.4M | Hold |
20
| – | – | 0.41% | 20 |
|
2020
Q2 | $5.35M | Hold |
20
| – | – | 0.39% | 26 |
|
2020
Q1 | $5.44M | Hold |
20
| – | – | 0.43% | 28 |
|
2019
Q4 | $6.79M | Hold |
20
| – | – | 0.41% | 32 |
|
2019
Q3 | $6.24M | Hold |
20
| – | – | 0.39% | 35 |
|
2019
Q2 | $6.37M | Hold |
20
| – | – | 0.38% | 38 |
|
2019
Q1 | $6.02M | Buy |
20
+2
| +11% | +$602K | 0.36% | 39 |
|
2018
Q4 | $5.51M | Sell |
18
-53,356
| -100% | -$16.3B | 0.35% | 39 |
|
2018
Q3 | $17.2M | Buy |
53,374
+53,356
| +296,422% | +$17.2M | 0.95% | 13 |
|
2018
Q2 | $5.08M | Hold |
18
| – | – | 0.29% | 41 |
|
2018
Q1 | $5.38M | Hold |
18
| – | – | 0.29% | 40 |
|
2017
Q4 | $5.36M | Hold |
18
| – | – | 0.27% | 39 |
|
2017
Q3 | $4.95M | Sell |
18
-2
| -10% | -$549K | 0.27% | 44 |
|
2017
Q2 | $5.09M | Hold |
20
| – | – | 0.29% | 43 |
|
2017
Q1 | $5M | Sell |
20
-1
| -5% | -$250K | 0.29% | 41 |
|
2016
Q4 | $5.13M | Hold |
21
| – | – | 0.32% | 34 |
|
2016
Q3 | $4.54M | Hold |
21
| – | – | 0.3% | 41 |
|
2016
Q2 | $4.56M | Hold |
21
| – | – | 0.32% | 39 |
|
2016
Q1 | $4.48M | Sell |
21
-4
| -16% | -$854K | 0.31% | 40 |
|
2015
Q4 | $5.65M | Buy |
25
+4
| +19% | +$904K | 0.41% | 37 |
|
2015
Q3 | $4.1M | Sell |
21
-3
| -13% | -$586K | 0.28% | 39 |
|
2015
Q2 | $4.92M | Hold |
24
| – | – | 0.28% | 35 |
|
2015
Q1 | $5.22M | Sell |
24
-1
| -4% | -$218K | 0.3% | 40 |
|
2014
Q4 | $5.65M | Sell |
25
-1
| -4% | -$226K | 0.33% | 37 |
|
2014
Q3 | $5.38M | Buy |
26
+1
| +4% | +$207K | 0.33% | 37 |
|
2014
Q2 | $4.75M | Sell |
25
-9
| -26% | -$1.71M | 0.28% | 42 |
|
2014
Q1 | $6.37M | Hold |
34
| – | – | 0.4% | 31 |
|
2013
Q4 | $6.05M | Hold |
34
| – | – | 0.4% | 34 |
|
2013
Q3 | $5.79M | Hold |
34
| – | – | 0.43% | 31 |
|
2013
Q2 | $5.73M | Buy |
+34
| New | +$5.73M | 0.46% | 32 |
|