Encompass Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Buy |
3,861
+487
| +14% | +$237K | 0.69% | 30 |
|
|
2025
Q1 | $1.8M | Hold |
3,374
| – | – | 0.73% | 28 |
|
|
2024
Q4 | $1.53M | Sell |
3,374
-1,442
| -30% | -$654K | 0.62% | 30 |
|
|
2024
Q3 | $2.22M | Sell |
4,816
-28
| -0.6% | -$12.9K | 0.55% | 39 |
|
|
2024
Q2 | $1.97M | Buy |
4,844
+7
| +0.1% | +$2.85K | 0.52% | 42 |
|
|
2024
Q1 | $2.03M | Hold |
4,837
| – | – | 0.54% | 33 |
|
|
2023
Q4 | $1.73M | Hold |
4,837
| – | – | 0.52% | 39 |
|
|
2023
Q3 | $1.69M | Sell |
4,837
-215
| -4% | -$75.3K | 0.56% | 35 |
|
|
2023
Q2 | $1.72M | Sell |
5,052
-85
| -2% | -$29K | 0.56% | 34 |
|
|
2023
Q1 | $1.59M | Buy |
5,137
+30
| +0.6% | +$9.26K | 0.54% | 36 |
|
|
2022
Q4 | $1.58M | Hold |
5,107
| – | – | 0.58% | 37 |
|
|
2022
Q3 | $1.36M | Buy |
5,107
+1,310
| +35% | +$350K | 0.52% | 42 |
|
|
2022
Q2 | $1.04M | Buy |
3,797
+220
| +6% | +$60.1K | 0.37% | 54 |
|
|
2022
Q1 | $1.26M | Hold |
3,577
| – | – | 0.32% | 55 |
|
|
2021
Q4 | $1.07M | Hold |
3,577
| – | – | 0.26% | 67 |
|
|
2021
Q3 | $976K | Buy |
3,577
+200
| +6% | +$54.6K | 0.25% | 67 |
|
|
2021
Q2 | $938K | Hold |
3,377
| – | – | 0.23% | 80 |
|
|
2021
Q1 | $946K | Sell |
3,377
-1,500
| -31% | -$420K | 0.24% | 80 |
|
|
2020
Q4 | $1.13M | Buy |
+4,877
| New | +$1.13M | 0.65% | 31 |
|