Institutions / Kapstone Financial Advisors LLC / Activity
Activity — Kapstone Financial Advisors LLC
163 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 46138E339 Common stock | $1.05M | +6K | 6,481 0.44% of portfolio | low |
| Q2 2026 as of | New | 922908736 Common stock | $1.07M | +12K | 12,390 0.45% of portfolio | low |
| Q2 2026 as of | Trim | Philip Morris International Inc. Common stock | $-1.10M | -6K -43.81% | 7,789 0.59% of portfolio | low |
| Q2 2026 as of | Add | 464287309 Common stock | $1.16M | +8K +18.60% | 53,760 3.10% of portfolio | low |
| Q2 2026 as of | Add | 46438F101 Common stock | $1.22M | +37K +89.59% | 77,664 1.08% of portfolio | low |
| Q2 2026 as of | New | 922908744 Common stock | $1.36M | +6K | 6,249 0.57% of portfolio | low |
| Q2 2026 as of | New | 922908512 Common stock | $1.40M | +7K | 7,095 0.59% of portfolio | low |
| Q2 2026 as of | New | The Goldman Sachs Group, Inc. Common stock | $1.55M | +2K | 1,532 0.65% of portfolio | low |
| Q2 2026 as of | New | 31609A404 Common stock | $2.20M | +55K | 54,777 0.92% of portfolio | low |
| Q2 2026 as of | Add | 464287200 Common stock | $2.39M | +3K +5.49% | 61,329 19.23% of portfolio | low |
| Q2 2026 as of | Add | 464287614 Common stock | $2.72M | +22K +296.90% | 29,236 1.52% of portfolio | low |
| Q2 2026 as of | Trim | Apple Inc. Common stock | $-6.20M | -21K -25.69% | 61,991 7.51% of portfolio | medium |
| Q2 2026 as of | Add | 46429B663 Common stock | $10.95M | +399K +402.45% | 498,717 5.72% of portfolio | medium |