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 $676,786. This represents 0.15% of its overall portfolio holdings.

Number of Shares
1,465
Previous 1,465 -0.0%
Holding current value
$676,786
Previous $616 Million 3.26%
% of portfolio
0.15%
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 $601B
More about BRK-B
Track This Portfolio

Track Compass Wealth Management LLC Portfolio

Follow Compass Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Compass Wealth Management LLC with notifications on news.