Encompass Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Encompass Wealth Advisors, LLC

$269 Million
Q2 2025

A detailed history of Encompass Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 3,861 shares of BRKB stock, worth $0. This represents 0.7% of its overall portfolio holdings.

Number of Shares

3,861

Previous 3,374 14.43%

Holding current value

Previous $1.8 Million 4.4%

% of portfolio

0.7%

Previous 0.74%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 16, 2025	BUY	N/A	487 Added 14.43%	3,861 $1.88 Million
Q4 2024 Jan 27, 2025	SELL	N/A	-1,442 Reduced 29.94%	3,374 $1.53 Million
Q3 2024 Nov 05, 2024	SELL	N/A	-28 Reduced 0.58%	4,816 $2.22 Million
Q2 2024 Aug 08, 2024	BUY	N/A	7 Added 0.14%	4,844 $1.97 Million
Q3 2023 Nov 07, 2023	SELL	N/A	-215 Reduced 4.26%	4,837 $1.69 Million
Q2 2023 Aug 09, 2023	SELL	N/A	-85 Reduced 1.65%	5,052 $1.72 Million
Q1 2023 May 04, 2023	BUY	N/A	30 Added 0.59%	5,137 $1.59 Million
Q3 2022 Oct 28, 2022	BUY	N/A	1,310 Added 34.5%	5,107 $1.36 Million
Q2 2022 Aug 03, 2022	BUY	N/A	220 Added 6.15%	3,797 $1.04 Million
Q3 2021 Nov 16, 2021	BUY	N/A	200 Added 5.92%	3,577 $976,000
Q1 2021 May 25, 2021	BUY	N/A	3,147 Added 1368.26%	3,377 $946,000
Q4 2020 Mar 09, 2021	SELL	N/A	-4,647 Reduced 95.28%	230 $53,000
Q4 2020 Mar 09, 2021	BUY	N/A	4,877 New	4,877 $1.13 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

View Full List

About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Encompass Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History