Number of Shares
8.00
Current Holdings Value*
$6.39 Mil
% of Portfolio
0.4%
Total Estimate Gain
$29.14 Mil
% of Total Estimate Gain
18.99%

Capstone Financial Advisors, Inc.'s Berkshire Hathaway Inc Holding Summary

As of 2025-03-31, Capstone Financial Advisors, Inc. held 8.00 shares of Berkshire Hathaway Inc(BRK.A), totaling $6.39 Mil. This investment constitutes 0.4% of their stock portfolio, and Capstone Financial Advisors, Inc. now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.A) stock.

The initial trade took place in 2014Q1. And since then Capstone Financial Advisors, Inc. has made 3 purchases of BRK.A, at an average price of $189,939.92, for a total of 808.00 shares. In addition, there have been 2 sales at an average price of $221,029.00 for 800.00 shares. Based on historical transaction data and BRK.A's current price of $723120.00, Capstone Financial Advisors, Inc.'s estimated gain on his BRK.A holdings is $29.14 Mil, reflecting a 18.99% gain to date.

Capstone Financial Advisors, Inc. BRK.A ($723120.00) Holding Chart

Capstone Financial Advisors, Inc. BRK.A ($723120.00) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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