Berkshire Hathaway shares owned by Compass Advisory Group
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Compass Advisory Group
from 13F filings
Historical chart of Compass Advisory Group investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Compass Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 2.7k | 460.26 |
| 2024-06-30 | $1.0M | 2.6k | 406.80 |
| 2024-03-31 | $1.1M | 2.6k | 420.52 |
| 2023-12-31 | $907k | 2.5k | 356.62 |
| 2023-09-30 | $830k | 2.4k | 350.26 |
| 2023-06-30 | $808k | 2.4k | 340.96 |
| 2023-03-31 | $731k | 2.4k | 308.74 |
| 2022-12-31 | $761k | 2.4k | 314.83 |
| 2022-09-30 | $645k | 2.4k | 266.86 |
| 2022-06-30 | $660k | 2.4k | 273.07 |
| 2022-03-31 | $801k | 2.3k | 352.86 |
| 2021-12-31 | $679k | 2.3k | 299.25 |
| 2021-09-30 | $619k | 2.3k | 272.81 |
| 2021-06-30 | $628k | 2.3k | 277.88 |
| 2021-03-31 | $577k | 2.3k | 255.31 |
| 2020-12-31 | $524k | 2.3k | 231.86 |