A detailed history of Compass Planning Associates Inc transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Compass Planning Associates Inc holds 541 shares of BRK-B stock, worth $262,385. This represents 0.24% of its overall portfolio holdings.

Number of Shares
541
Previous 536 0.93%
Holding current value
$262,385
Previous $285 Million 7.94%
% of portfolio
0.24%
Previous 0.29%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025

BUY
$483.48 - $539.8 $2,417 - $2,699
5 Added 0.93%
541 $263 Million
Q4 2024

Feb 03, 2025

BUY
$442.29 - $483.08 $237,067 - $258,930
536 New
536 $243 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 $631B
More about BRK-B
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