CIA
Choate Investment Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.5M | Sell |
66,841
-1,394
| -2% | -$677K | 0.7% | 22 |
|
|
2025
Q1 | $36.3M | Sell |
68,235
-1,446
| -2% | -$770K | 0.9% | 18 |
|
|
2024
Q4 | $29.6M | Buy |
69,681
+2,394
| +4% | +$1.02M | 0.71% | 19 |
|
|
2024
Q3 | $31M | Buy |
67,287
+189
| +0.3% | +$87K | 0.79% | 17 |
|
|
2024
Q2 | $27.3M | Sell |
67,098
-809
| -1% | -$329K | 0.72% | 16 |
|
|
2024
Q1 | $28.6M | Buy |
67,907
+1,058
| +2% | +$445K | 0.77% | 17 |
|
|
2023
Q4 | $23.8M | Buy |
66,849
+4,339
| +7% | +$1.55M | 0.74% | 19 |
|
|
2023
Q3 | $21.9M | Buy |
62,510
+3,014
| +5% | +$1.06M | 0.86% | 13 |
|
|
2023
Q2 | $20.3M | Buy |
59,496
+1,327
| +2% | +$453K | 0.85% | 11 |
|
|
2023
Q1 | $18M | Sell |
58,169
-294
| -0.5% | -$90.8K | 0.87% | 12 |
|
|
2022
Q4 | $18.1M | Buy |
58,463
+2,131
| +4% | +$658K | 1.09% | 11 |
|
|
2022
Q3 | $15M | Sell |
56,332
-282
| -0.5% | -$75.3K | 0.99% | 12 |
|
|
2022
Q2 | $15.5M | Buy |
56,614
+4,092
| +8% | +$1.12M | 0.94% | 12 |
|
|
2022
Q1 | $18.5M | Buy |
52,522
+29
| +0.1% | +$10.2K | 0.98% | 10 |
|
|
2021
Q4 | $15.7M | Buy |
52,493
+543
| +1% | +$162K | 0.92% | 11 |
|
|
2021
Q3 | $14.2M | Buy |
51,950
+158
| +0.3% | +$43.1K | 0.9% | 11 |
|
|
2021
Q2 | $14.4M | Buy |
51,792
+1,645
| +3% | +$457K | 0.87% | 11 |
|
|
2021
Q1 | $12.8M | Buy |
50,147
+2,004
| +4% | +$512K | 0.79% | 13 |
|
|
2020
Q4 | $11.2M | Sell |
48,143
-1,614
| -3% | -$374K | 0.68% | 14 |
|
|
2020
Q3 | $10.6M | Buy |
49,757
+126
| +0.3% | +$26.8K | 0.69% | 13 |
|
|
2020
Q2 | $8.86M | Sell |
49,631
-947
| -2% | -$169K | 0.64% | 16 |
|
|
2020
Q1 | $9.25M | Sell |
50,578
-334
| -0.7% | -$61.1K | 0.74% | 14 |
|
|
2019
Q4 | $11.5M | Sell |
50,912
-380
| -0.7% | -$86.1K | 0.7% | 20 |
|
|
2019
Q3 | $10.7M | Sell |
51,292
-774
| -1% | -$161K | 0.66% | 22 |
|
|
2019
Q2 | $11.1M | Buy |
52,066
+720
| +1% | +$153K | 0.66% | 23 |
|
|
2019
Q1 | $10.3M | Sell |
51,346
-756
| -1% | -$152K | 0.61% | 23 |
|
|
2018
Q4 | $10.6M | Buy |
+52,102
| New | +$10.6M | 0.68% | 23 |
|
|
2018
Q3 | – | Sell |
-53,688
| Closed | -$10M | – | 197 |
|
|
2018
Q2 | $10M | Buy |
53,688
+237
| +0.4% | +$44.2K | 0.58% | 27 |
|
|
2018
Q1 | $10.7M | Sell |
53,451
-160
| -0.3% | -$31.9K | 0.57% | 30 |
|
|
2017
Q4 | $10.6M | Sell |
53,611
-643
| -1% | -$127K | 0.54% | 27 |
|
|
2017
Q3 | $9.95M | Sell |
54,254
-2,672
| -5% | -$490K | 0.54% | 28 |
|
|
2017
Q2 | $9.64M | Sell |
56,926
-135
| -0.2% | -$22.9K | 0.54% | 29 |
|
|
2017
Q1 | $9.51M | Buy |
57,061
+1,874
| +3% | +$312K | 0.56% | 29 |
|
|
2016
Q4 | $8.99M | Sell |
55,187
-105
| -0.2% | -$17.1K | 0.57% | 25 |
|
|
2016
Q3 | $7.99M | Buy |
55,292
+1,390
| +3% | +$201K | 0.52% | 24 |
|
|
2016
Q2 | $7.8M | Sell |
53,902
-56
| -0.1% | -$8.11K | 0.54% | 24 |
|
|
2016
Q1 | $7.66M | Sell |
53,958
-6,735
| -11% | -$956K | 0.53% | 23 |
|
|
2015
Q4 | $9.11M | Buy |
60,693
+7,335
| +14% | +$1.1M | 0.66% | 22 |
|
|
2015
Q3 | $6.96M | Sell |
53,358
-125
| -0.2% | -$16.3K | 0.48% | 23 |
|
|
2015
Q2 | $7.28M | Sell |
53,483
-6,885
| -11% | -$937K | 0.42% | 24 |
|
|
2015
Q1 | $8.71M | Sell |
60,368
-325
| -0.5% | -$46.9K | 0.49% | 23 |
|
|
2014
Q4 | $9.11M | Buy |
60,693
+1,056
| +2% | +$159K | 0.54% | 22 |
|
|
2014
Q3 | $8.24M | Buy |
59,637
+676
| +1% | +$93.4K | 0.5% | 22 |
|
|
2014
Q2 | $7.46M | Buy |
58,961
+4,080
| +7% | +$516K | 0.44% | 27 |
|
|
2014
Q1 | $6.86M | Sell |
54,881
-1,837
| -3% | -$230K | 0.43% | 29 |
|
|
2013
Q4 | $6.72M | Sell |
56,718
-2,235
| -4% | -$265K | 0.44% | 30 |
|
|
2013
Q3 | $6.69M | Sell |
58,953
-1,946
| -3% | -$221K | 0.49% | 28 |
|
|
2013
Q2 | $6.82M | Buy |
+60,899
| New | +$6.82M | 0.55% | 27 |
|