Kapstone 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 | $729K | Hold |
1
| – | – | 0.36% | 40 |
|
2025
Q1 | $798K | Hold |
1
| – | – | 0.45% | 37 |
|
2024
Q4 | $705K | Hold |
1
| – | – | 0.38% | 43 |
|
2024
Q3 | $686K | Hold |
1
| – | – | 0.42% | 45 |
|
2024
Q2 | $612K | Hold |
1
| – | – | 0.4% | 48 |
|
2024
Q1 | $634K | Hold |
1
| – | – | 0.43% | 43 |
|
2023
Q4 | $576K | Buy |
+1
| New | +$576K | 0.45% | 44 |
|