Berkshire Hathaway shares owned by Compass Ion Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Compass Ion Advisors
from 13F filings
Historical chart of Compass Ion Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Compass Ion Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.2M | 11k | 460.25 |
| 2024-06-30 | $4.4M | 11k | 420.51 |
| 2024-03-31 | $4.4M | 11k | 420.51 |
| 2023-12-31 | $3.6M | 10k | 356.65 |
| 2023-09-30 | $3.4M | 9.6k | 350.29 |
| 2023-06-30 | $1.8M | 5.2k | 341.00 |
| 2023-03-31 | $1.6M | 5.2k | 308.77 |
| 2022-12-31 | $1.6M | 5.2k | 308.90 |
| 2022-09-30 | $1.4M | 5.2k | 266.95 |
| 2022-06-30 | $1.4M | 5.2k | 272.99 |
| 2022-03-31 | $1.8M | 5.2k | 352.96 |
| 2021-12-31 | $1.5M | 5.4k | 272.98 |
| 2021-09-30 | $1.5M | 5.4k | 272.98 |
| 2021-06-30 | $1.5M | 5.5k | 277.99 |
| 2021-03-31 | $1.4M | 5.4k | 255.49 |
| 2020-12-31 | $1.2M | 5.3k | 231.83 |
| 2020-09-30 | $377k | 2.1k | 178.59 |
| 2020-06-30 | $377k | 2.1k | 178.59 |
| 2020-03-31 | $201k | 1.1k | 182.56 |
| 2019-12-31 | $230k | 1.0k | 226.82 |