Berkshire Hathaway shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Compass Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $816k | 1.6k | 502.74 |
| 2025-06-30 | $784k | 1.6k | 485.77 |
| 2025-03-31 | $834k | 1.6k | 532.58 |
| 2024-12-31 | $664k | 1.5k | 453.28 |
| 2024-09-30 | $674k | 1.5k | 460.26 |
| 2024-06-30 | $596k | 1.5k | 406.80 |
| 2024-03-31 | $616k | 1.5k | 420.52 |
| 2023-12-31 | $389k | 1.1k | 356.66 |
| 2023-09-30 | $382k | 1.1k | 350.30 |
| 2023-06-30 | $368k | 1.1k | 341.00 |
| 2023-03-31 | $333k | 1.1k | 308.77 |
| 2022-12-31 | $333k | 1.1k | 308.90 |