Monograph Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
2,121
+78
| +4% | +$37.9K | 0.13% | 53 |
|
|
2025
Q1 | $1.09M | Buy |
2,043
+5
| +0.2% | +$2.66K | 0.15% | 47 |
|
|
2024
Q4 | $924K | Buy |
2,038
+202
| +11% | +$91.6K | 0.12% | 51 |
|
|
2024
Q3 | $845K | Sell |
1,836
-350
| -16% | -$161K | 0.11% | 54 |
|
|
2024
Q2 | $889K | Sell |
2,186
-250
| -10% | -$102K | 0.13% | 48 |
|
|
2024
Q1 | $1.02M | Sell |
2,436
-537
| -18% | -$226K | 0.15% | 55 |
|
|
2023
Q4 | $1.06M | Sell |
2,973
-7,312
| -71% | -$2.61M | 0.19% | 38 |
|
|
2023
Q3 | $3.6M | Buy |
10,285
+8,800
| +593% | +$3.08M | 0.71% | 19 |
|
|
2023
Q2 | $506K | Hold |
1,485
| – | – | 0.11% | 48 |
|
|
2023
Q1 | $459K | Sell |
1,485
-231
| -13% | -$71.3K | 0.11% | 50 |
|
|
2022
Q4 | $530K | Buy |
1,716
+158
| +10% | +$48.8K | 0.14% | 52 |
|
|
2022
Q3 | $416K | Hold |
1,558
| – | – | 0.14% | 46 |
|
|
2022
Q2 | $425K | Buy |
1,558
+123
| +9% | +$33.6K | 0.12% | 47 |
|
|
2022
Q1 | $506K | Buy |
1,435
+46
| +3% | +$16.2K | 0.13% | 51 |
|
|
2021
Q4 | $415K | Buy |
+1,389
| New | +$415K | 0.1% | 56 |
|