Compound Planning, Inc.'s ownership history for BRK.B

Compound Planning, Inc. currently holds 63.3K shares with a market value of $31.8M. It started holding BRK.B on 2024-09-30. At its peak, it held 63.3K shares on 2025-09-30. Its highest holding value was $31.8M on 2025-09-30. At its lowest, it held 30.3K shares on 2024-09-30, with a value of $14.0M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 23.8K. In the recent year, Compound Planning, Inc. has increased its shares by 33.0K.

It has also owned 1 contracts of puts, with the market value of the underlying securities totaling $50.3K on 2025-03-31. At its peak, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $53.3K on 2025-03-31. At its lowest, it held 1 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $48.6K on 2025-06-30. In the recent 180 days, Compound Planning, Inc. has increased its holdings by 0 contracts.