Capstone Financial Advisors’s Berkshire Hathaway Class A BRK.A Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.83M | Hold |
8
| – | – | 0.34% | 30 |
|
|
2025
Q1 | $6.39M | Buy |
+8
| New | +$6.39M | 0.4% | 24 |
|
|
2016
Q2 | – | Sell |
-8
| Closed | -$1.71M | – | 74 |
|
|
2016
Q1 | $1.71M | Hold |
8
| – | – | 0.68% | 17 |
|
|
2015
Q4 | $1.58M | Hold |
8
| – | – | 0.56% | 18 |
|
|
2015
Q3 | $1.56M | Buy |
+8
| New | +$1.56M | 0.69% | 18 |
|
|
2015
Q1 | – | Sell |
-800
| Closed | -$1.81M | – | 97 |
|
|
2014
Q4 | $1.81M | Hold |
800
| – | – | 0.56% | 19 |
|
|
2014
Q3 | $1.66M | Hold |
800
| – | – | 1.01% | 10 |
|
|
2014
Q2 | $1.52M | Hold |
800
| – | – | 1.06% | 10 |
|
|
2014
Q1 | $1.5M | Hold |
800
| – | – | 0.92% | 11 |
|
|
2013
Q4 | $1.42M | Buy |
+800
| New | +$1.42M | 0.92% | 11 |
|