Kapstone Financial 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 | $2.86M | Buy |
5,883
+943
| +19% | +$458K | 1.43% | 16 |
|
|
2025
Q1 | $2.63M | Sell |
4,940
-1
| -0% | -$533 | 1.49% | 15 |
|
|
2024
Q4 | $2.32M | Buy |
4,941
+246
| +5% | +$115K | 1.24% | 18 |
|
|
2024
Q3 | $2.15M | Buy |
4,695
+168
| +4% | +$76.9K | 1.3% | 15 |
|
|
2024
Q2 | $1.84M | Buy |
4,527
+113
| +3% | +$46K | 1.21% | 16 |
|
|
2024
Q1 | $1.86M | Buy |
4,414
+98
| +2% | +$41.2K | 1.26% | 15 |
|
|
2023
Q4 | $1.64M | Buy |
4,316
+64
| +2% | +$24.4K | 1.29% | 15 |
|
|
2023
Q3 | $1.49M | Buy |
4,252
+346
| +9% | +$121K | 1.34% | 15 |
|
|
2023
Q2 | $1.38M | Buy |
3,906
+11
| +0.3% | +$3.88K | 1.14% | 18 |
|
|
2023
Q1 | $1.24M | Hold |
3,895
| – | – | 1.12% | 19 |
|
|
2022
Q4 | $1.21M | Buy |
+3,895
| New | +$1.21M | 1.11% | 19 |
|