Loring Wolcott & Coolidge Fiduciary Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.92M	Hold	4	–	–	0.03%	107
2025 Q1	$3.16M	Sell	4 -1	-20%	-$789K	0.03%	104
2024 Q4	$3.56M	Hold	5	–	–	0.03%	111
2024 Q3	$3.44M	Hold	5	–	–	0.03%	111
2024 Q2	$3.3M	Hold	5	–	–	0.03%	98
2024 Q1	$3.09M	Hold	5	–	–	0.03%	94
2023 Q4	$2.89M	Hold	5	–	–	0.03%	98
2023 Q3	$2.65M	Hold	5	–	–	0.03%	100
2023 Q2	$2.59M	Hold	5	–	–	0.03%	107
2023 Q1	$2.33M	Sell	5 -1	-17%	-$466K	0.03%	107
2022 Q4	$2.81M	Hold	6	–	–	0.03%	100
2022 Q3	$2.44M	Hold	6	–	–	0.03%	103
2022 Q2	$2.45M	Hold	6	–	–	0.03%	104
2022 Q1	$3.17M	Hold	6	–	–	0.03%	104
2021 Q4	$2.7M	Hold	6	–	–	0.02%	110
2021 Q3	$2.47M	Hold	6	–	–	0.02%	112
2021 Q2	$2.51M	Hold	6	–	–	0.03%	113
2021 Q1	$2.31M	Hold	6	–	–	0.03%	111
2020 Q4	$2.09M	Buy	6 +2	+50%	+$696K	0.02%	113
2020 Q3	$1.28M	Hold	4	–	–	0.02%	129
2020 Q2	$1.07M	Sell	4 -1	-20%	-$267K	0.01%	133
2020 Q1	$1.36M	Hold	5	–	–	0.02%	119
2019 Q4	$1.7M	Hold	5	–	–	0.02%	124
2019 Q3	$1.56M	Hold	5	–	–	0.02%	127
2019 Q2	$1.59M	Hold	5	–	–	0.02%	129
2019 Q1	$1.51M	Hold	5	–	–	0.02%	131
2018 Q4	$1.53M	Sell	5 -1	-17%	-$306K	0.03%	126
2018 Q3	$1.92M	Hold	6	–	–	0.03%	127
2018 Q2	$1.69M	Hold	6	–	–	0.03%	132
2018 Q1	$1.8M	Hold	6	–	–	0.03%	130
2017 Q4	$1.79M	Hold	6	–	–	0.03%	130
2017 Q3	$1.65M	Hold	6	–	–	0.03%	132
2017 Q2	$1.58M	Hold	6	–	–	0.03%	130
2017 Q1	$1.5M	Hold	6	–	–	0.03%	133
2016 Q4	$1.47M	Hold	6	–	–	0.03%	132
2016 Q3	$1.3M	Hold	6	–	–	0.03%	141
2016 Q2	$1.3M	Sell	6 -1	-14%	-$217K	0.03%	135
2016 Q1	$1.49M	Hold	7	–	–	0.04%	130
2015 Q4	$1.39M	Hold	7	–	–	0.03%	134
2015 Q3	$1.43M	Hold	7	–	–	0.04%	131
2015 Q2	$1.43M	Hold	7	–	–	0.04%	131
2015 Q1	$1.52M	Hold	7	–	–	0.04%	130
2014 Q4	$1.58M	Hold	7	–	–	0.04%	124
2014 Q3	$1.45M	Buy	7 +1	+17%	+$207K	0.04%	125
2014 Q2	$1.14M	Hold	6	–	–	0.03%	144
2014 Q1	$1.12M	Sell	6 -1	-14%	-$187K	0.03%	140
2013 Q4	$1.25M	Hold	7	–	–	0.03%	135
2013 Q3	$1.19M	Hold	7	–	–	0.04%	136
2013 Q2	$1.18M	Buy	+7	New	+$1.18M	0.04%	144