Shepherd Financial Partners LLC Berkshire Hathaway Inc Class B Transaction History

Shepherd Financial Partners LLC

$761 Million
Q1 2024

A detailed history of Shepherd Financial Partners LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 3,230 shares of BRK-B stock, worth $1.31 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

3,230

Previous 3,171 1.86%

Holding current value

$1.31 Million

Previous $1.13 Million 20.18%

% of portfolio

0.18%

Previous 0.16%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 22, 2024	BUY	$359.29 - $420.52 $21,198 - $24,810	59 Added 1.86%	3,230 $1.36 Million
Q4 2023 Feb 12, 2024	BUY	$331.71 - $362.68 $24,214 - $26,475	73 Added 2.36%	3,171 $1.13 Million
Q3 2023 Nov 08, 2023	BUY	$340.9 - $370.48 $215,107 - $233,772	631 Added 25.58%	3,098 $1.09 Million
Q2 2023 Aug 11, 2023	BUY	$309.07 - $341.0 $123,628 - $136,400	400 Added 19.35%	2,467 $841,000
Q1 2023 May 01, 2023	BUY	$293.51 - $320.37 $14,381 - $15,698	49 Added 2.43%	2,067 $638,000

Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $1,848 - $2,230	7 Added 0.35%	2,018 $623,000
Q3 2022 Nov 09, 2022	SELL	$264.32 - $306.65 $404,145 - $468,867	-1,529 Reduced 43.19%	2,011 $537,000
Q2 2022 Aug 15, 2022	BUY	$267.52 - $353.1 $414,656 - $547,305	1,550 Added 77.89%	3,540 $966,000
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $34,891 - $41,710	116 Added 6.19%	1,990 $700,000
Q4 2021 Feb 14, 2022	BUY	$273.64 - $300.17 $65,673 - $72,040	240 Added 14.69%	1,874 $560,000
Q3 2021 Nov 15, 2021	SELL	$272.66 - $291.28 $52,623 - $56,217	-193 Reduced 10.56%	1,634 $445,000
Q2 2021 Aug 16, 2021	BUY	$258.2 - $292.52 $10,586 - $11,993	41 Added 2.3%	1,827 $508,000
Q1 2021 May 14, 2021	SELL	$227.36 - $263.99 $70,708 - $82,100	-311 Reduced 14.83%	1,786 $456,000
Q4 2020 Feb 16, 2021	BUY	$200.7 - $233.92 $100,149 - $116,726	499 Added 31.23%	2,097 $487,000
Q2 2020 Aug 05, 2020	SELL	$169.25 - $201.56 $1,184 - $1,410	-7 Reduced 0.44%	1,598 $285,000
Q1 2020 May 07, 2020	BUY	$162.13 - $230.2 $68,580 - $97,374	423 Added 35.79%	1,605 $292,000
Q4 2019 Jan 31, 2020	SELL	$203.1 - $227.05 $34,120 - $38,144	-168 Reduced 12.44%	1,182 $268,000
Q3 2019 Nov 25, 2019	SELL	$195.81 - $215.25 $72,841 - $80,073	-372 Reduced 21.6%	1,350 $280,000
Q2 2019 Aug 05, 2019	SELL	$197.42 - $218.6 $21,123 - $23,390	-107 Reduced 5.85%	1,722 $367,000
Q1 2019 Apr 29, 2019	SELL	$191.66 - $209.19 $172,877 - $188,689	-902 Reduced 33.03%	1,829 $367,000
Q4 2018 Feb 07, 2019	SELL	$187.76 - $223.76 $25,535 - $30,431	-136 Reduced 4.74%	2,731 $557,000
Q2 2018 Aug 02, 2018	SELL	$184.91 - $201.2 $9,245 - $10,060	-50 Reduced 1.71%	2,867 $538,000
Q1 2018 May 01, 2018	BUY	$191.42 - $217.25 $95,710 - $108,625	500 Added 20.69%	2,917 $582,000
Q4 2017 Feb 14, 2018	SELL	$181.06 - $199.56 $10,501 - $11,574	-58 Reduced 2.34%	2,417 $479,000
Q3 2017 Nov 13, 2017	BUY	$173.99 - $183.82 $430,625 - $454,954	2,475	2,475 $465,000

Others Institutions Holding BRK-B

# of Institutions

4,165

Shares Held

822M

Call Options Held

18.4M

Put Options Held

9.81M

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 $528B

More about BRK-B

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Shepherd Financial Partners LLC Berkshire Hathaway Inc Class B Transaction History