A detailed history of Encompass Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 4,816 shares of BRK-B stock, worth $2.21 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
4,816
Previous 4,844 0.58%
Holding current value
$2.21 Million
Previous $1.97 Million 12.49%
% of portfolio
0.8%
Previous 0.74%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$405.19 - $478.57 $11,345 - $13,399
-28 Reduced 0.58%
4,816 $2.22 Million
Q2 2024

Aug 08, 2024

BUY
$396.73 - $420.24 $2,777 - $2,941
7 Added 0.14%
4,844 $1.97 Million
Q3 2023

Nov 07, 2023

SELL
$340.9 - $370.48 $73,293 - $79,653
-215 Reduced 4.26%
4,837 $1.69 Million
Q2 2023

Aug 09, 2023

SELL
$309.07 - $341.0 $26,270 - $28,985
-85 Reduced 1.65%
5,052 $1.72 Million
Q1 2023

May 04, 2023

BUY
$293.51 - $320.37 $8,805 - $9,611
30 Added 0.59%
5,137 $1.59 Million
Q3 2022

Oct 28, 2022

BUY
$264.32 - $306.65 $346,259 - $401,711
1,310 Added 34.5%
5,107 $1.36 Million
Q2 2022

Aug 03, 2022

BUY
$267.52 - $353.1 $58,854 - $77,682
220 Added 6.15%
3,797 $1.04 Million
Q3 2021

Nov 16, 2021

BUY
$272.66 - $291.28 $54,532 - $58,255
200 Added 5.92%
3,577 $976,000
Q1 2021

May 25, 2021

BUY
$227.36 - $263.99 $715,501 - $830,776
3,147 Added 1368.26%
3,377 $946,000
Q4 2020

Mar 09, 2021

SELL
$200.7 - $233.92 $932,652 - $1.09 Million
-4,647 Reduced 95.28%
230 $53,000
Q4 2020

Mar 09, 2021

BUY
$200.7 - $233.92 $978,813 - $1.14 Million
4,877 New
4,877 $1.13 Million

Others Institutions Holding BRK-B

About BERKSHIRE HATHAWAY INC - Class B


  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $597B
More about BRK-B
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