Mowery & Schoenfeld Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History
Mowery & Schoenfeld Wealth Management, LLC
- $65.9 Billion
- Q2 2025
A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 1,199 shares of BRK-B stock, worth $572,078. This represents 0.88% of its overall portfolio holdings.
Number of Shares
1,199
Previous 1,074
11.64%
Holding current value
$572,078
Previous $572 Million
1.79%
% of portfolio
0.88%
Previous 1.12%
Shares
6 transactions
Others Institutions Holding BRK-B
# of Institutions
5,038Shares Held
925MCall Options Held
18.2MPut Options Held
13M-
Vanguard Group Inc Valley Forge, PA153MShares$73.1 Billion1.25% of portfolio
-
Black Rock Inc. New York, NY107MShares$51.2 Billion1.0% of portfolio
-
State Street Corp Boston, MA72.5MShares$34.6 Billion1.36% of portfolio
-
Kingstone Capital Partners Texas, LLC Frisco, TX44.3MShares$21.1 Billion2.73% of portfolio
-
Geode Capital Management, LLC Boston, MA39.9MShares$19 Billion1.4% of portfolio
About BERKSHIRE HATHAWAY INC - Class B
- Ticker BRK-B
- Exchange NYSE
- Sector Financial Services
- Industry Insurance—Diversified
- Shares Outstandng 1,301,129,984
- Market Cap $621B