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

Encompass Wealth Advisors, LLC

$245 Million
Q4 2024

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 3,374 shares of BRKB stock, worth $0. This represents 0.62% of its overall portfolio holdings.

Number of Shares

3,374

Previous 4,816 29.94%

Holding current value

Previous $2.22 Million 31.0%

% of portfolio

0.62%

Previous 0.8%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Encompass Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Encompass Wealth Advisors, LLC with notifications on news.

Account

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