Berkshire Hathaway shares owned by Encompass Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Encompass Wealth Advisors
from 13F filings
Historical chart of Encompass Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Encompass Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.2M | 4.8k | 460.26 |
| 2024-06-30 | $2.0M | 4.8k | 406.80 |
| 2024-03-31 | $2.0M | 4.8k | 420.52 |
| 2023-09-30 | $1.7M | 4.8k | 350.30 |
| 2023-06-30 | $1.7M | 5.1k | 341.00 |
| 2023-03-31 | $1.6M | 5.1k | 308.77 |
| 2022-12-31 | $1.6M | 5.1k | 308.90 |
| 2022-09-30 | $1.4M | 5.1k | 267.08 |
| 2022-06-30 | $1.0M | 3.8k | 273.11 |
| 2022-03-31 | $1.3M | 3.6k | 352.81 |
| 2021-12-31 | $1.1M | 3.6k | 299.13 |
| 2021-09-30 | $976k | 3.6k | 272.85 |
| 2021-06-30 | $938k | 3.4k | 277.76 |
| 2021-03-31 | $946k | 3.4k | 280.13 |
| 2020-12-31 | $53k | 230 | 230.43 |