Berkshire Hathaway shares owned by Monument Group Wealth Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Monument Group Wealth Advisors
from 13F filings
Historical chart of Monument Group Wealth Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Monument Group Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $371k | 738 | 502.74 |
| 2025-06-30 | $359k | 738 | 485.77 |
| 2025-03-31 | $389k | 731 | 532.58 |
| 2024-12-31 | $331k | 731 | 453.28 |
| 2024-09-30 | $336k | 731 | 460.26 |
| 2024-06-30 | $297k | 731 | 406.80 |
| 2024-03-31 | $307k | 731 | 420.52 |
| 2023-12-31 | $261k | 731 | 356.66 |
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