Berkshire Hathaway shares owned by Monograph Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Monograph Wealth Advisors
from 13F filings
Historical chart of Monograph Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Monograph Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $845k | 1.8k | 460.26 |
| 2024-06-30 | $889k | 2.2k | 406.80 |
| 2024-03-31 | $1.0M | 2.4k | 420.52 |
| 2023-12-31 | $1.1M | 3.0k | 356.66 |
| 2023-09-30 | $3.6M | 10k | 350.30 |
| 2023-06-30 | $506k | 1.5k | 341.00 |
| 2023-03-31 | $459k | 1.5k | 308.77 |
| 2022-12-31 | $530k | 1.7k | 308.86 |
| 2022-09-30 | $416k | 1.6k | 267.01 |
| 2022-06-30 | $425k | 1.6k | 272.79 |
| 2022-03-31 | $506k | 1.4k | 352.61 |
| 2021-12-31 | $415k | 1.4k | 298.78 |