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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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All positions including Berkshire Hathaway held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Berkshire Hathaway by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
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 $600k 4.8k 124.87
2013-12-31 $570k 4.8k 118.63