Montis Financial, LLC Berkshire Hathaway Inc Class B Transaction History

Montis Financial, LLC

  • $357 Million
  • Q2 2025

A detailed history of Montis Financial, LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Montis Financial, LLC holds 17,113 shares of BRK-B stock, worth $8.17 Million. This represents 2.33% of its overall portfolio holdings.

Number of Shares
17,113
Previous 18,554 7.77%
Holding current value
$8.17 Million
Previous $9.88 Million 15.88%
% of portfolio
2.33%
Previous 2.92%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
SELL
$483.48 - $539.8 $696,694 - $777,851
-1,441 Reduced 7.77%
17,113 $8.31 Million
Q1 2025

May 02, 2025
SELL
$442.66 - $534.52 $236,380 - $285,433
-534 Reduced 2.8%
18,554 $9.88 Million
Q4 2024

Feb 10, 2025
BUY
$442.29 - $483.08 $444,059 - $485,012
1,004 Added 5.55%
19,088 $8.65 Million
Q3 2024

Oct 10, 2024
SELL
$405.19 - $478.57 $136,954 - $161,756
-338 Reduced 1.83%
18,084 $8.32 Million
Q2 2024

Aug 07, 2024
SELL
$396.73 - $420.24 $332,063 - $351,740
-837 Reduced 4.35%
18,422 $7.49 Million
Q1 2024

Apr 16, 2024
SELL
$359.29 - $420.52 $41,677 - $48,780
-116 Reduced 0.6%
19,259 $8.1 Million
Q4 2023

Feb 06, 2024
BUY
$331.71 - $362.68 $251,104 - $274,548
757 Added 4.07%
19,375 $6.91 Million
Q3 2023

Oct 31, 2023
SELL
$340.9 - $370.48 $133,632 - $145,228
-392 Reduced 2.06%
18,618 $6.52 Million
Q2 2023

Jul 31, 2023
SELL
$309.07 - $341.0 $389,428 - $429,660
-1,260 Reduced 6.22%
19,010 $6.48 Million
Q1 2023

May 11, 2023
SELL
$293.51 - $320.37 $111,533 - $121,740
-380 Reduced 1.84%
20,270 $6.26 Million
Q4 2022

Feb 01, 2023
SELL
$264.0 - $318.6 $75,768 - $91,438
-287 Reduced 1.37%
20,650 $6.38 Million
Q3 2022

Oct 25, 2022
BUY
$264.32 - $306.65 $79,824 - $92,608
302 Added 1.46%
20,937 $5.59 Million
Q1 2022

May 02, 2022
SELL
$300.79 - $359.57 $197,919 - $236,597
-658 Reduced 3.09%
20,635 $7.28 Million
Q4 2021

Jan 24, 2022
BUY
$273.64 - $300.17 $279,660 - $306,773
1,022 Added 5.04%
21,293 $6.37 Million
Q3 2021

Oct 26, 2021
SELL
$272.66 - $291.28 $275,931 - $294,775
-1,012 Reduced 4.75%
20,271 $5.55 Million
Q2 2021

Jul 26, 2021
BUY
$258.2 - $292.52 $46,734 - $52,946
181 Added 0.86%
21,283 $5.92 Million
Q1 2021

May 04, 2021
BUY
$227.36 - $263.99 $143,691 - $166,841
632 Added 3.09%
21,102 $5.45 Million
Q4 2020

Feb 10, 2021
BUY
$200.7 - $233.92 $4.11 Million - $4.79 Million
20,470 New
20,470 $4.65 Million

Others Institutions Holding BRK-B

# of Institutions
5,002
Shares Held
915M
Call Options Held
18.1M
Put Options Held
12M
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 $621B
More about BRK-B
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