Capstone Wealth Management Group LLC BRK.B Holdings History
Capstone Wealth Management Group LLC's Berkshire Hathaway Inc Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 10,581.00 shares of Berkshire Hathaway Inc(BRK.B), totaling $5.14 Mil. This investment constitutes 3.74% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0% of the outstanding Berkshire Hathaway Inc(BRK.B) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $486.79 for 103.00 shares. Based on historical transaction data and BRK.B's current price of $473.80, Capstone Wealth Management Group LLC's estimated gain on his BRK.B holdings is $129,546.38, reflecting a 2.63% gain to date.
Capstone Wealth Management Group LLC BRK.B ($473.80) Holding Chart
Capstone Wealth Management Group LLC BRK.B ($473.80) 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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