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 4,695 shares of BRK-B stock, worth $2.15 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
4,695
Previous 4,527 3.71%
Holding current value
$2.15 Million
Previous $1.84 Billion 16.63%
% of portfolio
1.3%
Previous 1.21%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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 $595B
More about BRK-B
Track This Portfolio

Track Kapstone Financial Advisors LLC Portfolio

Follow Kapstone Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kapstone Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kapstone Financial Advisors LLC with notifications on news.