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Shepherd Wealth Management’s Berkshire Hathaway Class B BRK.B Stock Holding History

Shepherd Wealth Management’s Portfolio BRK.B Stock Details BRK.B Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.56M Sell
7,666
-4,007
-34% -$1.86M 2.42% 13
2025
Q1 		$6.22M Buy
11,673
+9,477
+432% +$5.05M 6.39% 7
2024
Q4 		$995K Buy
+2,196
New +$995K 0.98% 25