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%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	BUY	$483.48 - $539.8 $60,435 - $67,475	125 Added 11.64%	1,199 $582 Million
Q1 2025 May 05, 2025	BUY	$442.66 - $534.52 $10,181 - $12,293	23 Added 2.19%	1,074 $572 Million
Q4 2024 Feb 10, 2025	SELL	$442.29 - $483.08 $803,640 - $877,756	-1,817 Reduced 63.35%	1,051 $476 Million
Q3 2024 Oct 22, 2024	BUY	$405.19 - $478.57 $70,908 - $83,749	175 Added 6.5%	2,868 $1.32 Billion
Q2 2024 Aug 14, 2024	BUY	$396.73 - $420.24 $807,345 - $855,188	2,035 Added 309.27%	2,693 $1.1 Billion
Q4 2023 May 14, 2024	BUY	$331.71 - $362.68 $218,265 - $238,643	658 New	658 $235 Million

Others Institutions Holding BRK-B

# of Institutions

5,039

Shares Held

924M

Call Options Held

18.4M

Put Options Held

13.1M

View Full List

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

More about BRK-B

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mowery & Schoenfeld Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mowery & Schoenfeld Wealth Management, LLC with notifications on news.

Account

Mowery & Schoenfeld Wealth Management, LLC Berkshire Hathaway Inc Class B Transaction History