CFGSD
Compass Financial Group (South Dakota)’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.88M | Buy |
14,158
+2,150
| +18% | +$1.04M | 1.13% | 13 |
|
|
2025
Q1 | $6.4M | Buy |
12,008
+1,142
| +11% | +$608K | 1.21% | 12 |
|
|
2024
Q4 | $4.93M | Buy |
10,866
+1,215
| +13% | +$551K | 0.93% | 14 |
|
|
2024
Q3 | $4.44M | Buy |
9,651
+195
| +2% | +$89.8K | 0.87% | 14 |
|
|
2024
Q2 | $3.85M | Buy |
9,456
+842
| +10% | +$343K | 0.83% | 14 |
|
|
2024
Q1 | $3.62M | Buy |
8,614
+31
| +0.4% | +$13K | 0.84% | 13 |
|
|
2023
Q4 | $3.06M | Buy |
8,583
+505
| +6% | +$180K | 0.81% | 13 |
|
|
2023
Q3 | $2.83M | Buy |
8,078
+317
| +4% | +$111K | 0.85% | 13 |
|
|
2023
Q2 | $2.65M | Buy |
7,761
+90
| +1% | +$30.7K | 0.79% | 13 |
|
|
2023
Q1 | $2.37M | Buy |
7,671
+395
| +5% | +$122K | 0.77% | 14 |
|
|
2022
Q4 | $2.25M | Buy |
+7,276
| New | +$2.25M | 0.81% | 13 |
|