LWCFA
Loring Wolcott & Coolidge Fiduciary 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 | $103M | Sell |
212,953
-6,938
| -3% | -$3.37M | 0.91% | 31 |
|
|
2025
Q1 | $116M | Buy |
219,891
+3,245
| +1% | +$1.71M | 1.13% | 28 |
|
|
2024
Q4 | $103M | Buy |
216,646
+332
| +0.2% | +$158K | 0.88% | 33 |
|
|
2024
Q3 | $99M | Buy |
216,314
+33,201
| +18% | +$15.2M | 0.88% | 33 |
|
|
2024
Q2 | $80.4M | Buy |
183,113
+2,405
| +1% | +$1.06M | 0.74% | 34 |
|
|
2024
Q1 | $73.9M | Buy |
180,708
+403
| +0.2% | +$165K | 0.73% | 36 |
|
|
2023
Q4 | $69.2M | Buy |
180,305
+3,946
| +2% | +$1.51M | 0.69% | 36 |
|
|
2023
Q3 | $61.6M | Sell |
176,359
-1,138
| -0.6% | -$397K | 0.69% | 36 |
|
|
2023
Q2 | $60.5M | Buy |
177,497
+805
| +0.5% | +$275K | 0.65% | 39 |
|
|
2023
Q1 | $54.6M | Buy |
176,692
+1,207
| +0.7% | +$373K | 0.63% | 37 |
|
|
2022
Q4 | $54.2M | Buy |
175,485
+2,596
| +2% | +$802K | 0.67% | 37 |
|
|
2022
Q3 | $46.2M | Buy |
172,889
+1,828
| +1% | +$488K | 0.6% | 41 |
|
|
2022
Q2 | $46.7M | Buy |
171,061
+919
| +0.5% | +$251K | 0.57% | 42 |
|
|
2022
Q1 | $60M | Sell |
170,142
-2,553
| -1% | -$901K | 0.62% | 39 |
|
|
2021
Q4 | $51.6M | Sell |
172,695
-2,877
| -2% | -$860K | 0.47% | 43 |
|
|
2021
Q3 | $47.9M | Sell |
175,572
-1,765
| -1% | -$482K | 0.47% | 43 |
|
|
2021
Q2 | $49.3M | Buy |
177,337
+682
| +0.4% | +$190K | 0.5% | 43 |
|
|
2021
Q1 | $45.1M | Sell |
176,655
-10,808
| -6% | -$2.76M | 0.5% | 45 |
|
|
2020
Q4 | $43.5M | Sell |
187,463
-1,346
| -0.7% | -$312K | 0.49% | 43 |
|
|
2020
Q3 | $40.2M | Sell |
188,809
-16,289
| -8% | -$3.47M | 0.5% | 43 |
|
|
2020
Q2 | $36.6M | Sell |
205,098
-8,147
| -4% | -$1.45M | 0.51% | 40 |
|
|
2020
Q1 | $39M | Sell |
213,245
-1,501
| -0.7% | -$274K | 0.65% | 37 |
|
|
2019
Q4 | $48.6M | Sell |
214,746
-1,429
| -0.7% | -$324K | 0.66% | 37 |
|
|
2019
Q3 | $45M | Buy |
216,175
+779
| +0.4% | +$162K | 0.65% | 38 |
|
|
2019
Q2 | $45.9M | Sell |
215,396
-1,396
| -0.6% | -$298K | 0.67% | 39 |
|
|
2019
Q1 | $43.6M | Sell |
216,792
-1,220
| -0.6% | -$245K | 0.66% | 39 |
|
|
2018
Q4 | $44.5M | Buy |
218,012
+104
| +0% | +$21.2K | 0.81% | 36 |
|
|
2018
Q3 | $46.7M | Sell |
217,908
-310
| -0.1% | -$66.4K | 0.74% | 36 |
|
|
2018
Q2 | $40.7M | Sell |
218,218
-4,208
| -2% | -$785K | 0.71% | 39 |
|
|
2018
Q1 | $44.4M | Buy |
222,426
+970
| +0.4% | +$193K | 0.81% | 37 |
|
|
2017
Q4 | $43.9M | Sell |
221,456
-270
| -0.1% | -$53.5K | 0.81% | 38 |
|
|
2017
Q3 | $40.6M | Sell |
221,726
-3
| -0% | -$550 | 0.78% | 38 |
|
|
2017
Q2 | $38.8M | Sell |
221,729
-1,097
| -0.5% | -$192K | 0.77% | 40 |
|
|
2017
Q1 | $37.1M | Buy |
222,826
+1,515
| +0.7% | +$253K | 0.78% | 43 |
|
|
2016
Q4 | $36.1M | Sell |
221,311
-1,137
| -0.5% | -$185K | 0.8% | 41 |
|
|
2016
Q3 | $32.1M | Buy |
222,448
+4,639
| +2% | +$670K | 0.74% | 41 |
|
|
2016
Q2 | $31.5M | Sell |
217,809
-248
| -0.1% | -$35.9K | 0.72% | 41 |
|
|
2016
Q1 | $30.9M | Buy |
218,057
+7,814
| +4% | +$1.11M | 0.73% | 39 |
|
|
2015
Q4 | $27.8M | Buy |
210,243
+30,056
| +17% | +$3.97M | 0.69% | 39 |
|
|
2015
Q3 | $24.5M | Hold |
180,187
| – | – | 0.63% | 43 |
|
|
2015
Q2 | $24.5M | Buy |
180,187
+1,044
| +0.6% | +$142K | 0.63% | 43 |
|
|
2015
Q1 | $25.9M | Buy |
179,143
+1,740
| +1% | +$251K | 0.65% | 43 |
|
|
2014
Q4 | $26.6M | Buy |
177,403
+250
| +0.1% | +$37.5K | 0.68% | 42 |
|
|
2014
Q3 | $24.5M | Buy |
177,153
+2,054
| +1% | +$284K | 0.66% | 40 |
|
|
2014
Q2 | $22.2M | Sell |
175,099
-4,988
| -3% | -$631K | 0.6% | 44 |
|
|
2014
Q1 | $22.5M | Sell |
180,087
-1,270
| -0.7% | -$159K | 0.62% | 45 |
|
|
2013
Q4 | $21.5M | Sell |
181,357
-610
| -0.3% | -$72.3K | 0.59% | 46 |
|
|
2013
Q3 | $20.7M | Sell |
181,967
-566
| -0.3% | -$64.2K | 0.63% | 45 |
|
|
2013
Q2 | $20.4M | Buy |
+182,533
| New | +$20.4M | 0.64% | 45 |
|