Compass Planning Associates’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	$263K	Buy	541 +5	+0.9%	+$2.43K	0.24%	32
2025 Q1	$285K	Hold	536	–	–	0.29%	29
2024 Q4	$243K	Buy	+536	New	+$243K	0.25%	32