Monograph Wealth Advisors, LLC Purchases and Sells in Q1 2025

Monograph Wealth Advisors, LLC

  • $690 Million
  • Q1 2025

Top Buys

Incresed Positions

19 operations
Stock Shares change Price Range Shares Held Trade History
58.1K
+ 1.06%
$24.45 - $27.2 $1.42M - $1.58M
5.54M $145M
129K
+ 38.66%
$51.52 - $52.37 $6.62M - $6.73M
461K $24.1M
5.88K
+ 15.86%
$271.18 - $303.12 $1.59M - $1.78M
42.9K $11.8M
19.8K
+ 18.0%
$40.27 - $42.11 $798K - $834K
130K $5.47M
2.14K
+ 5.32%
$85.55 - $94.34 $183K - $202K
42.3K $3.83M
721
+ 12.27%
$551.42 - $612.93 $398K - $442K
6.6K $3.69M
View all

New Holdings

10 operations
Stock Shares change Price Range Shares Held Trade History
82.5K
New
$59.61 - $66.71 $4.92M - $5.51M
82.5K $4.99M
7.96K
New
$239.27 - $396.5 $1.9M - $3.15M
7.96K $2.29M
8.88K
New
$28.88 - $32.4 $256K - $288K
8.88K $277K
3.47K
New
$58.01 - $64.46 $201K - $223K
3.47K $215K
3.8K
New
$46.83 - $56.05 $178K - $213K
3.8K $202K
12.2K
New
$5.02 - $7.29 $61K - $88.7K
12.2K $71K
View all

Top Sells

Reduced Positions

39 operations
Stock Shares change Price Range Shares Held Trade History
-11K
- 75.2%
$507.05 - $563.67 $5.59M - $6.21M
3.63K $1.87M
-7.12K
- 6.92%
$209.68 - $247.1 $1.49M - $1.76M
95.7K $21.2M
-21K
- 2.6%
$50.44 - $58.1 $1.06M - $1.22M
784K $40.4M
-8.3K
- 42.44%
$375.39 - $447.2 $3.11M - $3.71M
11.3K $4.23M
-2.48K
- 1.91%
$106.98 - $149.43 $265K - $371K
127K $13.8M
-8.55K
- 19.04%
$154.33 - $206.19 $1.32M - $1.76M
36.4K $5.62M
View all
Activity Summary
Buys All Purchases 29 New Holdings 10 Increased Positions 19 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Monograph Wealth Advisors, LLC Portfolio

Follow Monograph Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Monograph Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Monograph Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email