A detailed history of Compass Wealth Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Compass Wealth Management LLC holds 1,465 shares of BRK-B stock, worth $666,428. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,465
Previous 1,465 -0.0%
Holding current value
$666,428
Previous $596 Million 13.14%
% of portfolio
0.16%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 05, 2024

BUY
$359.29 - $420.52 $134,733 - $157,695
375 Added 34.4%
1,465 $616 Million
Q3 2023

Oct 25, 2023

BUY
$340.9 - $370.48 $3,749 - $4,075
11 Added 1.02%
1,090 $382 Million
Q4 2022

Feb 17, 2023

BUY
$264.0 - $318.6 $284,856 - $343,769
1,079 New
1,079 $333 Million

Others Institutions Holding BRK-B

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 $592B
More about BRK-B
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