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

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 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 1,836 shares of BRK-B stock, worth $829,578. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,836
Previous 2,186 16.01%
Holding current value
$829,578
Previous $889,000 4.95%
% of portfolio
0.12%
Previous 0.14%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$405.19 - $478.57 $141,816 - $167,499
-350 Reduced 16.01%
1,836 $845,000
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
4,382
Shares Held
830M
Call Options Held
21M
Put Options Held
13M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $588B
More about BRK-B
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