Monograph Wealth Advisors, LLC Purchases and Sells in Q2 2025

Monograph Wealth Advisors, LLC

  • $765 Million
  • Q2 2025

Top Buys

Incresed Positions

52 operations
Stock Shares change Price Range Shares Held Trade History
208K
+ 3.75%
$23.37 - $29.39 $4.86M - $6.11M
5.75M $169M
177K
+ 30.61%
$23.4 - $29.68 $4.15M - $5.26M
757K $22.5M
3.67K
+ 2.88%
$94.31 - $157.99 $346K - $579K
131K $20.7M
135K
+ 20.51%
$36.25 - $42.28 $4.89M - $5.7M
793K $33.5M
98.5K
+ 12.96%
$25.93 - $32.91 $2.56M - $3.24M
859K $28.3M
54.4K
+ 11.8%
$51.68 - $52.76 $2.81M - $2.87M
516K $27.2M
View all

New Holdings

21 operations
Stock Shares change Price Range Shares Held Trade History
5.4K
New
$78.21 - $143.81 $422K - $776K
5.4K $765K
8.92K
New
$72.16 - $83.39 $643K - $743K
8.92K $743K
3.1K
New
$141.37 - $228.57 $439K - $709K
3.1K $702K
23.2K
New
$18.13 - $22.69 $421K - $527K
23.2K $520K
1.86K
New
$225.48 - $280.86 $418K - $521K
1.86K $520K
6.55K
New
$70.32 - $76.56 $461K - $501K
6.55K $501K
View all

Top Sells

Reduced Positions

18 operations
Stock Shares change Price Range Shares Held Trade History
-198K
- 25.24%
$44.8 - $53.97 $8.87M - $10.7M
586K $31.6M
-54.1K
- 65.54%
$53.65 - $67.02 $2.9M - $3.62M
28.4K $1.91M
-400
- 0.58%
$126.84 - $145.22 $50.7K - $58.1K
68.7K $8.86M
-4.95K
- 65.8%
$152.42 - $182.82 $754K - $904K
2.57K $469K
-4.83K
- 11.25%
$243.75 - $303.93 $1.18M - $1.47M
38.1K $11.6M
-3.67K
- 36.07%
$47.46 - $55.3 $174K - $203K
6.5K $358K
View all
Activity Summary
Buys All Purchases 73 New Holdings 21 Increased Positions 52 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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