Encompass Wealth Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Hold |
1
| – | – | 0.27% | 49 |
|
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.33% | 45 |
|
|
2024
Q4 | $681K | Hold |
1
| – | – | 0.27% | 49 |
|
|
2024
Q3 | $691K | Hold |
1
| – | – | 0.17% | 117 |
|
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.16% | 116 |
|
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.17% | 123 |
|
|
2023
Q4 | $543K | Hold |
1
| – | – | 0.16% | 117 |
|
|
2023
Q3 | $531K | Hold |
1
| – | – | 0.18% | 107 |
|
|
2023
Q2 | $518K | Hold |
1
| – | – | 0.17% | 107 |
|
|
2023
Q1 | $466K | Hold |
1
| – | – | 0.16% | 118 |
|
|
2022
Q4 | $469K | Hold |
1
| – | – | 0.17% | 110 |
|
|
2022
Q3 | $406K | Hold |
1
| – | – | 0.15% | 123 |
|
|
2022
Q2 | $409K | Hold |
1
| – | – | 0.14% | 125 |
|
|
2022
Q1 | $529K | Hold |
1
| – | – | 0.13% | 123 |
|
|
2021
Q4 | $451K | Hold |
1
| – | – | 0.11% | 141 |
|
|
2021
Q3 | $411K | Hold |
1
| – | – | 0.11% | 144 |
|
|
2021
Q2 | $418K | Hold |
1
| – | – | 0.1% | 148 |
|
|
2021
Q1 | $421K | Hold |
1
| – | – | 0.11% | 150 |
|
|
2020
Q4 | $348K | Buy |
+1
| New | +$348K | 0.2% | 76 |
|