Berkshire Hathaway shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.5M | 3.3k | 453.28 |
| 2024-09-30 | $1.5M | 3.2k | 460.26 |
| 2024-06-30 | $1.3M | 3.2k | 406.80 |
| 2024-03-31 | $1.4M | 3.2k | 420.52 |
| 2023-12-31 | $1.1M | 3.2k | 356.66 |
| 2023-09-30 | $1.1M | 3.1k | 350.30 |
| 2023-06-30 | $841k | 2.5k | 341.00 |
| 2023-03-31 | $638k | 2.1k | 308.77 |
| 2022-12-31 | $623k | 2.0k | 308.90 |
| 2022-09-30 | $537k | 2.0k | 267.03 |
| 2022-06-30 | $966k | 3.5k | 272.88 |
| 2022-03-31 | $700k | 2.0k | 351.76 |
| 2021-12-31 | $560k | 1.9k | 298.83 |
| 2021-09-30 | $445k | 1.6k | 272.34 |
| 2021-06-30 | $508k | 1.8k | 278.05 |
| 2021-03-31 | $456k | 1.8k | 255.32 |
| 2020-12-31 | $487k | 2.1k | 232.24 |
| 2020-09-30 | $285k | 1.6k | 178.35 |
| 2020-06-30 | $285k | 1.6k | 178.35 |
| 2020-03-31 | $292k | 1.6k | 181.93 |
| 2019-12-31 | $268k | 1.2k | 226.73 |
| 2019-09-30 | $280k | 1.4k | 207.41 |
| 2019-06-30 | $367k | 1.7k | 213.12 |
| 2019-03-31 | $367k | 1.8k | 200.66 |
| 2018-12-31 | $557k | 2.7k | 203.95 |
| 2018-09-30 | $535k | 2.9k | 186.61 |
| 2018-06-30 | $538k | 2.9k | 187.65 |
| 2018-03-31 | $582k | 2.9k | 199.52 |
| 2017-12-31 | $479k | 2.4k | 198.18 |
| 2017-09-30 | $465k | 2.5k | 187.88 |
| 2017-06-30 | $420k | 2.5k | 169.70 |
| 2017-03-31 | $402k | 2.4k | 165.43 |
| 2016-12-31 | $403k | 2.5k | 163.82 |
More positions owned by Shepherd Financial Partners
View all positions for Shepherd Financial Partners