Encompass Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Encompass Wealth Advisors, LLC

$278 Million
Q3 2024

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 $2.3 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

4,816

Previous 4,844 0.58%

Holding current value

$2.3 Million

Previous $1.97 Million 12.49%

% of portfolio

0.8%

Previous 0.74%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

# of Institutions

4,376

Shares Held

841M

Call Options Held

21M

Put Options Held

13M

View Full List

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 $620B

More about BRK-B

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Encompass Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History