Kapstone Financial Advisors LLC Berkshire Hathaway Inc Class B Transaction History

Kapstone Financial Advisors LLC

$177 Billion
Q1 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 4,940 shares of BRK-B stock, worth $2.59 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares

4,940

Previous 4,941 0.02%

Holding current value

$2.59 Million

Previous $2.32 Billion 13.47%

% of portfolio

1.49%

Previous 1.24%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

4,829

Shares Held

881M

Call Options Held

21.2M

Put Options Held

13M

View Full List

About BERKSHIRE HATHAWAY INC - Class B

Ticker BRK-B
Exchange NYSE
Sector Financial Services
Industry Insurance—Diversified
Shares Outstandng 1,301,129,984
Market Cap $683B

More about BRK-B

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Kapstone Financial Advisors LLC Berkshire Hathaway Inc Class B Transaction History