Monument Group 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 | $358K | Buy |
738
+7
| +1% | +$3.4K | 0.23% | 33 |
|
|
2025
Q1 | $389K | Hold |
731
| – | – | 0.27% | 27 |
|
|
2024
Q4 | $331K | Hold |
731
| – | – | 0.23% | 33 |
|
|
2024
Q3 | $336K | Hold |
731
| – | – | 0.2% | 33 |
|
|
2024
Q2 | $297K | Hold |
731
| – | – | 0.2% | 39 |
|
|
2024
Q1 | $307K | Hold |
731
| – | – | 0.23% | 34 |
|
|
2023
Q4 | $261K | Buy |
+731
| New | +$261K | 0.22% | 36 |
|