Compass Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-809
| Closed | -$250K | – | 8 |
|
|
2023
Q1 | $250K | Hold |
809
| – | – | 0.32% | 102 |
|
|
2022
Q4 | $250K | Sell |
809
-50
| -6% | -$15.4K | 0.34% | 99 |
|
|
2022
Q3 | $229K | Hold |
859
| – | – | 0.34% | 96 |
|
|
2022
Q2 | $235K | Hold |
859
| – | – | 0.32% | 105 |
|
|
2022
Q1 | $303K | Hold |
859
| – | – | 0.34% | 102 |
|
|
2021
Q4 | $257K | Buy |
+859
| New | +$257K | 0.28% | 111 |
|