Boit C F David

13F Filings History

Latest 13F report: Q1 2025 - Apr 8, 2025
Value $: $199M
Signature - Title: Edmond G Romulus - Compliance Associate
Location: Boston, MA
Summary: This page shows a list of all the recent 13F filings made by Boit C F David. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Boit C F David reported 128 stock holdings with total value $199M as of Q1 2025. Top holdings included BRKB, MSFT, XOM, V, and ADP.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q1 2025	128	$199M	+$2.22M	-$3.05M	-$832K	BRKB, MSFT, XOM, V, ADP	13F-HR	4/8/2025, 02:19 PM
Q4 2024	127	$198M	+$877K	-$2.57M	-$1.7M	BRKB, MSFT, XOM, V, AAPL	13F-HR	1/24/2025, 09:29 AM
Q3 2024	129	$202M	+$5.05M	-$1.47M	+$3.59M	BRKB, MSFT, XOM, CAT, MRK	13F-HR	10/7/2024, 01:15 PM
Q2 2024	129	$192M	+$4.53M	-$1.16M	+$3.37M	MSFT, BRKB, XOM, MRK, CAT	13F-HR	7/10/2024, 01:31 PM
Q1 2024	114	$183M	+$2.94M	-$7.2M	-$4.26M	BRKB, MSFT, XOM, MRK, V	13F-HR	5/2/2024, 04:17 PM
Q4 2023	128	$177M	+$20.1M	-$822K	+$19.3M	BRKB, MSFT, XOM, MRK, V	13F-HR	1/24/2024, 12:06 PM
Q3 2023	104	$146M	+$607K	-$632K	-$25.8K	XOM, BRKB, MSFT, MRK, JNJ	13F-HR	10/23/2023, 02:25 PM
Q2 2023	107	$150M	+$906K	-$277K	+$629K	XOM, BRKB, MSFT, MRK, JNJ	13F-HR	7/11/2023, 10:09 AM
Q1 2023	109	$146M	+$1.86M	-$1.26M	+$602K	XOM, BRKB, MSFT, MRK, JNJ	13F-HR	5/2/2023, 11:12 AM
Q4 2022	107	$140M	+$141K	-$46.5K	+$94.2K	XOM, BRKB, MRK, MSFT, JNJ	13F-HR	2/14/2023, 02:43 PM
Q3 2022	109	$123M	+$3.67M	-$1.08M	+$2.59M	XOM, BRKB, MSFT, JNJ, MRK	13F-HR	11/15/2022, 02:41 PM
Q1 2022	100	$146M	+$52K	-$5.81M	-$5.75M	BRKB, MSFT, XOM, JNJ, MRK	13F-HR	5/11/2022, 04:28 PM
Q4 2021	115	$157M	+$981K	-$1.1M	-$122K	MSFT, BRKB, JNJ, XOM, MRK	13F-HR	2/14/2022, 10:48 AM
Q3 2021	115	$146M	+$14.8M	-$7.35M	+$7.44M	BRKB, MSFT, JNJ, XOM, MRK	13F-HR	11/12/2021, 02:19 PM
Q2 2021	101	$131M	$0	$0		BRKB, MSFT, JNJ, XOM, MRK	Restatement	11/12/2021, 01:57 PM

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