Kapstone Financial Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Kapstone Financial Advisors LLC

  • $201 Billion
  • Q2 2025

A detailed history of Kapstone Financial Advisors LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 5,883 shares of BRK-B stock, worth $2.88 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
5,883
Previous 4,940 19.09%
Holding current value
$2.88 Million
Previous $2.63 Billion 8.62%
% of portfolio
1.43%
Previous 1.49%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$483.48 - $539.8 $455,921 - $509,031
943 Added 19.09%
5,883 $2.86 Billion
Q1 2025

Apr 11, 2025
SELL
$442.66 - $534.52 $442 - $534
-1 Reduced 0.02%
4,940 $2.63 Billion
Q4 2024

Feb 06, 2025
BUY
$442.29 - $483.08 $108,803 - $118,837
246 Added 5.24%
4,941 $2.32 Billion
Q3 2024

Nov 06, 2024
BUY
$405.19 - $478.57 $68,071 - $80,399
168 Added 3.71%
4,695 $2.15 Billion
Q2 2024

Aug 02, 2024
BUY
$396.73 - $420.24 $44,830 - $47,487
113 Added 2.56%
4,527 $1.84 Billion
Q1 2024

May 13, 2024
BUY
$359.29 - $420.52 $35,210 - $41,210
98 Added 2.27%
4,414 $1.86 Billion
Q4 2023

Feb 05, 2024
BUY
$331.71 - $362.68 $21,229 - $23,211
64 Added 1.51%
4,316 $1.64 Billion
Q3 2023

Nov 03, 2023
BUY
$340.9 - $370.48 $117,951 - $128,186
346 Added 8.86%
4,252 $1.49 Billion
Q2 2023

Aug 08, 2023
BUY
$309.07 - $341.0 $3,399 - $3,751
11 Added 0.28%
3,906 $1.38 Billion
Q4 2022

Feb 15, 2023
BUY
$264.0 - $318.6 $1.03 Million - $1.24 Million
3,895 New
3,895 $1.21 Billion

Others Institutions Holding BRK-B

# of Institutions
5,046
Shares Held
925M
Call Options Held
17.4M
Put Options Held
13.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $637B
More about BRK-B
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