Berkshire Hathaway shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Capstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 4.2k | 502.74 |
| 2025-06-30 | $1.9M | 3.9k | 485.77 |
| 2025-03-31 | $2.1M | 4.0k | 532.58 |
| 2024-12-31 | $1.8M | 4.0k | 453.28 |
| 2024-09-30 | $1.8M | 4.0k | 460.26 |
| 2024-06-30 | $1.6M | 4.0k | 406.80 |
| 2024-03-31 | $1.7M | 4.0k | 420.52 |
| 2023-09-30 | $1.4M | 3.9k | 350.30 |
| 2023-06-30 | $1.4M | 4.0k | 341.00 |
| 2023-03-31 | $1.2M | 3.9k | 308.77 |
| 2022-12-31 | $1.2M | 3.9k | 308.90 |
| 2022-09-30 | $1.1M | 4.0k | 266.92 |
| 2022-06-30 | $1.1M | 4.1k | 273.00 |
| 2022-03-31 | $1.4M | 4.0k | 352.84 |
| 2021-12-31 | $1.2M | 4.0k | 298.95 |
| 2021-09-30 | $1.1M | 4.1k | 272.82 |
| 2021-06-30 | $1.1M | 4.1k | 278.00 |
| 2021-03-31 | $772k | 3.0k | 255.63 |
| 2020-12-31 | $955k | 4.1k | 231.80 |
| 2020-09-30 | $783k | 3.7k | 213.06 |
| 2020-06-30 | $745k | 4.2k | 178.44 |
| 2020-03-31 | $855k | 4.7k | 182.89 |
| 2019-12-31 | $1.2M | 5.3k | 226.48 |
| 2019-09-30 | $1.1M | 5.2k | 207.96 |
| 2019-06-30 | $999k | 4.7k | 213.14 |
| 2019-03-31 | $862k | 4.3k | 200.93 |
| 2018-12-31 | $867k | 4.2k | 204.19 |
| 2018-09-30 | $681k | 3.2k | 214.08 |
| 2018-06-30 | $594k | 3.2k | 186.73 |
| 2018-03-31 | $608k | 3.0k | 199.61 |
| 2017-12-31 | $604k | 3.0k | 198.29 |
| 2017-09-30 | $568k | 3.1k | 183.17 |
| 2017-06-30 | $525k | 3.1k | 169.30 |
| 2017-03-31 | $610k | 3.7k | 166.76 |
| 2016-12-31 | $596k | 3.7k | 162.93 |
| 2016-09-30 | $601k | 4.2k | 144.54 |
| 2016-06-30 | $602k | 4.2k | 144.78 |
| 2016-03-31 | $582k | 4.1k | 141.85 |
| 2015-09-30 | $561k | 4.3k | 130.37 |
| 2015-06-30 | $662k | 4.9k | 136.07 |
| 2015-03-31 | $857k | 5.9k | 144.40 |
| 2014-12-31 | $891k | 5.9k | 150.13 |
| 2014-09-30 | $682k | 4.9k | 138.20 |
| 2014-06-30 | $615k | 4.9k | 126.49 |
| 2014-03-31 | $570k | 4.8k | 118.63 |
| 2013-12-31 | $570k | 4.8k | 118.63 |
More positions owned by Capstone Financial Advisors
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