SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co BRK.B Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Berkshire Hathaway Inc Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 11,673.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $6.22 Mil. This investment constitutes 6.39% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of BRK.B, at an average price of $481.57, for a total of 11,673.00 shares. Based on historical transaction data and BRK.B's current price of $476.31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his BRK.B holdings is $-61,389.72, reflecting a -1.09% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co BRK.B ($476.31) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co BRK.B ($476.31) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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