Monograph Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History

Monograph Wealth Advisors, LLC

$656 Million
Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 2,186 shares of BRK-B stock, worth $1.01 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

2,186

Previous 2,436 10.26%

Holding current value

$1.01 Million

Previous $1.02 Million 13.18%

% of portfolio

0.14%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 14, 2024	SELL	$396.73 - $420.24 $99,182 - $105,060	-250 Reduced 10.26%	2,186 $889,000
Q1 2024 May 14, 2024	SELL	$359.29 - $420.52 $192,938 - $225,819	-537 Reduced 18.06%	2,436 $1.02 Million
Q4 2023 Feb 14, 2024	SELL	$331.71 - $362.68 $2.43 Million - $2.65 Million	-7,312 Reduced 71.09%	2,973 $1.06 Million
Q3 2023 Nov 15, 2023	BUY	$340.9 - $370.48 $3 Million - $3.26 Million	8,800 Added 592.59%	10,285 $3.6 Million
Q1 2023 May 09, 2023	SELL	$293.51 - $320.37 $67,800 - $74,005	-231 Reduced 13.46%	1,485 $458,000
Q4 2022 Feb 14, 2023	BUY	$264.0 - $318.6 $41,712 - $50,338	158 Added 10.14%	1,716 $530,000
Q2 2022 Aug 10, 2022	BUY	$267.52 - $353.1 $32,904 - $43,431	123 Added 8.57%	1,558 $425,000
Q1 2022 May 13, 2022	BUY	$300.79 - $359.57 $13,836 - $16,540	46 Added 3.31%	1,435 $506,000
Q4 2021 Feb 10, 2022	BUY	$273.64 - $300.17 $380,085 - $416,936	1,389 New	1,389 $415,000

Others Institutions Holding BRK-B

# of Institutions

4,262

Shares Held

843M

Call Options Held

17.1M

Put Options Held

9.27M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $601B

More about BRK-B

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Monograph Wealth Advisors, LLC Berkshire Hathaway Inc Class B Transaction History