Shepherd Wealth Management LTD Liability CO Berkshire Hathaway Inc Class B Transaction History

Shepherd Wealth Management LTD Liability CO

  • $150 Billion
  • Q3 2025

A detailed history of Shepherd Wealth Management LTD Liability CO transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shepherd Wealth Management LTD Liability CO holds 3,402 shares of BRK-B stock, worth $1.73 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
3,402
Previous 11,673 70.86%
Holding current value
$1.73 Million
Previous $6.22 Billion 73.18%
% of portfolio
1.11%
Previous 6.39%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 05, 2025
SELL
$459.11 - $506.91 $3.8 Million - $4.19 Million
-8,271 Reduced 70.86%
3,402 $1.67 Billion
Q1 2025

May 12, 2025
BUY
$442.66 - $534.52 $4.2 Million - $5.07 Million
9,477 Added 431.56%
11,673 $6.22 Billion
Q4 2024

Feb 07, 2025
BUY
$442.29 - $483.08 $971,268 - $1.06 Million
2,196 New
2,196 $995 Million

Others Institutions Holding BRK-B

# of Institutions
5,132
Shares Held
882M
Call Options Held
19.6M
Put Options Held
15.2M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $662B
More about BRK-B
Track This Portfolio

Track Shepherd Wealth Management LTD Liability CO Portfolio

Follow Shepherd Wealth Management LTD Liability CO and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shepherd Wealth Management LTD Liability CO, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Wealth Management LTD Liability CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email