Compass Advisory Group’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Buy |
2,682
+17
| +0.6% | +$8.26K | 0.41% | 34 |
|
|
2025
Q1 | $1.42M | Buy |
2,665
+84
| +3% | +$44.7K | 0.49% | 30 |
|
|
2024
Q4 | $1.17M | Sell |
2,581
-100
| -4% | -$45.3K | 0.42% | 32 |
|
|
2024
Q3 | $1.23M | Buy |
2,681
+100
| +4% | +$46K | 0.48% | 32 |
|
|
2024
Q2 | $1.05M | Hold |
2,581
| – | – | 0.47% | 30 |
|
|
2024
Q1 | $1.09M | Buy |
2,581
+37
| +1% | +$15.6K | 0.48% | 30 |
|
|
2023
Q4 | $907K | Buy |
2,544
+175
| +7% | +$62.4K | 0.43% | 36 |
|
|
2023
Q3 | $830K | Hold |
2,369
| – | – | 0.44% | 40 |
|
|
2023
Q2 | $808K | Hold |
2,369
| – | – | 0.43% | 35 |
|
|
2023
Q1 | $731K | Sell |
2,369
-48
| -2% | -$14.8K | 0.43% | 35 |
|
|
2022
Q4 | $761K | Hold |
2,417
| – | – | 0.44% | 40 |
|
|
2022
Q3 | $645K | Hold |
2,417
| – | – | 0.36% | 42 |
|
|
2022
Q2 | $660K | Buy |
2,417
+147
| +6% | +$40.1K | 0.36% | 37 |
|
|
2022
Q1 | $801K | Buy |
2,270
+1
| +0% | +$353 | 0.42% | 36 |
|
|
2021
Q4 | $679K | Hold |
2,269
| – | – | 0.37% | 35 |
|
|
2021
Q3 | $619K | Buy |
2,269
+9
| +0.4% | +$2.46K | 0.36% | 34 |
|
|
2021
Q2 | $628K | Hold |
2,260
| – | – | 0.39% | 31 |
|
|
2021
Q1 | $577K | Hold |
2,260
| – | – | 0.39% | 29 |
|
|
2020
Q4 | $524K | Buy |
+2,260
| New | +$524K | 0.4% | 28 |
|