Monograph Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History

Monograph Wealth Advisors, LLC

$765 Million
Q2 2025

A detailed history of Monograph Wealth Advisors, LLC transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 2,121 shares of BRKB stock, worth $0. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,121

Previous 2,043 3.82%

Holding current value

Previous $1.09 Million 5.33%

% of portfolio

0.13%

Previous 0.16%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	N/A	78 Added 3.82%	2,121 $1.03 Million
Q1 2025 May 14, 2025	BUY	N/A	5 Added 0.25%	2,043 $1.09 Million
Q4 2024 Feb 14, 2025	BUY	N/A	202 Added 11.0%	2,038 $923,000
Q3 2024 Nov 14, 2024	SELL	N/A	-350 Reduced 16.01%	1,836 $845,000
Q2 2024 Aug 14, 2024	SELL	N/A	-250 Reduced 10.26%	2,186 $889,000
Q1 2024 May 14, 2024	SELL	N/A	-537 Reduced 18.06%	2,436 $1.02 Million
Q4 2023 Feb 14, 2024	SELL	N/A	-7,312 Reduced 71.09%	2,973 $1.06 Million
Q3 2023 Nov 15, 2023	BUY	N/A	8,800 Added 592.59%	10,285 $3.6 Million
Q1 2023 May 09, 2023	SELL	N/A	-231 Reduced 13.46%	1,485 $458,000
Q4 2022 Feb 14, 2023	BUY	N/A	158 Added 10.14%	1,716 $530,000
Q2 2022 Aug 10, 2022	BUY	N/A	123 Added 8.57%	1,558 $425,000
Q1 2022 May 13, 2022	BUY	N/A	46 Added 3.31%	1,435 $506,000
Q4 2021 Feb 10, 2022	BUY	N/A	1,389 New	1,389 $415,000

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

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Monograph Wealth Advisors, LLC Berkshire Hathwy Inc(Hldg Co)B Transaction History