Shepherd Wealth Management LTD Liability CO GE VERNOVA INC Transaction History

Shepherd Wealth Management LTD Liability CO

  • $144 Billion
  • Q4 2025
Number of Shares
4,428
Previous 4,856 8.81%
Holding current value
$3.02 Billion
Previous $2.74 Billion 9.98%
% of portfolio
2.1%
Previous 1.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
SELL
N/A
-428 Reduced 8.81%
4,428 $3.02 Billion
Q3 2025

Nov 05, 2025
BUY
N/A
4,856 New
4,856 $2.74 Billion
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