Shepherd Financial Partners’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.8M | Buy |
3,714
+437
| +13% | +$212K | 0.19% | 84 |
|
|
2025
Q1 | $1.75M | Hold |
3,277
| – | – | 0.2% | 82 |
|
|
2024
Q4 | $1.49M | Buy |
3,277
+47
| +1% | +$21.3K | 0.18% | 76 |
|
|
2024
Q3 | $1.49M | Hold |
3,230
| – | – | 0.18% | 76 |
|
|
2024
Q2 | $1.31M | Hold |
3,230
| – | – | 0.17% | 81 |
|
|
2024
Q1 | $1.36M | Buy |
3,230
+59
| +2% | +$24.8K | 0.18% | 80 |
|
|
2023
Q4 | $1.13M | Buy |
3,171
+73
| +2% | +$26K | 0.16% | 88 |
|
|
2023
Q3 | $1.09M | Buy |
3,098
+631
| +26% | +$221K | 0.17% | 82 |
|
|
2023
Q2 | $841K | Buy |
2,467
+400
| +19% | +$136K | 0.13% | 100 |
|
|
2023
Q1 | $638K | Buy |
2,067
+49
| +2% | +$15.1K | 0.11% | 109 |
|
|
2022
Q4 | $623K | Buy |
2,018
+7
| +0.3% | +$2.16K | 0.11% | 106 |
|
|
2022
Q3 | $537K | Sell |
2,011
-1,529
| -43% | -$408K | 0.1% | 113 |
|
|
2022
Q2 | $966K | Buy |
3,540
+1,550
| +78% | +$423K | 0.19% | 78 |
|
|
2022
Q1 | $700K | Buy |
1,990
+116
| +6% | +$40.8K | 0.13% | 104 |
|
|
2021
Q4 | $560K | Buy |
1,874
+240
| +15% | +$71.7K | 0.1% | 108 |
|
|
2021
Q3 | $445K | Sell |
1,634
-193
| -11% | -$52.6K | 0.09% | 115 |
|
|
2021
Q2 | $508K | Buy |
1,827
+41
| +2% | +$11.4K | 0.1% | 108 |
|
|
2021
Q1 | $456K | Sell |
1,786
-311
| -15% | -$79.4K | 0.1% | 114 |
|
|
2020
Q4 | $487K | Buy |
2,097
+499
| +31% | +$116K | 0.11% | 109 |
|
|
2020
Q3 | $340K | Hold |
1,598
| – | – | 0.08% | 114 |
|
|
2020
Q2 | $285K | Sell |
1,598
-7
| -0.4% | -$1.25K | 0.08% | 110 |
|
|
2020
Q1 | $292K | Buy |
1,605
+423
| +36% | +$77K | 0.1% | 99 |
|
|
2019
Q4 | $268K | Sell |
1,182
-168
| -12% | -$38.1K | 0.06% | 115 |
|
|
2019
Q3 | $280K | Sell |
1,350
-372
| -22% | -$77.2K | 0.07% | 111 |
|
|
2019
Q2 | $367K | Sell |
1,722
-107
| -6% | -$22.8K | 0.07% | 101 |
|
|
2019
Q1 | $367K | Sell |
1,829
-902
| -33% | -$181K | 0.07% | 98 |
|
|
2018
Q4 | $557K | Sell |
2,731
-136
| -5% | -$27.7K | 0.12% | 81 |
|
|
2018
Q3 | $535K | Hold |
2,867
| – | – | 0.12% | 81 |
|
|
2018
Q2 | $538K | Sell |
2,867
-50
| -2% | -$9.38K | 0.12% | 81 |
|
|
2018
Q1 | $582K | Buy |
2,917
+500
| +21% | +$99.8K | 0.14% | 71 |
|
|
2017
Q4 | $479K | Sell |
2,417
-58
| -2% | -$11.5K | 0.11% | 81 |
|
|
2017
Q3 | $465K | Hold |
2,475
| – | – | 0.11% | 83 |
|
|
2017
Q2 | $420K | Buy |
2,475
+45
| +2% | +$7.64K | 0.1% | 84 |
|
|
2017
Q1 | $402K | Sell |
2,430
-30
| -1% | -$4.96K | 0.1% | 83 |
|
|
2016
Q4 | $403K | Buy |
+2,460
| New | +$403K | 0.11% | 84 |
|