Berkshire Hathaway shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.A) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv![Download consolidated filings csv](/static/img/csv.png)
![Download consolidated filings xlsx](/static/img/microsoft-excel.png)
Quarterly reported holdings in Berkshire Hathaway by Confluence Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $3.1M | 5 | 612241.00 |
2024-03-31 | $3.2M | 5 | 634440.00 |
2023-09-30 | $2.7M | 5 | 531477.00 |
2023-06-30 | $2.6M | 5 | 517810.00 |
2023-03-31 | $2.3M | 5 | 465600.00 |
2022-12-31 | $2.3M | 5 | 468800.00 |
2022-09-30 | $2.0M | 5 | 406400.00 |
2022-06-30 | $2.0M | 5 | 409000.00 |
2022-03-31 | $2.6M | 5 | 529000.00 |
2021-12-31 | $2.3M | 5 | 450600.00 |
2021-09-30 | $2.1M | 5 | 411400.00 |
2021-06-30 | $2.1M | 5 | 418600.00 |
2021-03-31 | $1.9M | 5 | 385800.00 |
2020-12-31 | $1.7M | 5 | 347800.00 |
2020-09-30 | $1.6M | 5 | 320000.00 |
2020-06-30 | $1.3M | 5 | 267200.00 |
2020-03-31 | $1.4M | 5 | 272000.00 |
2019-12-31 | $1.7M | 5 | 339600.00 |
2019-09-30 | $1.6M | 5 | 311800.00 |
2019-06-30 | $1.6M | 5 | 318400.00 |
2019-03-31 | $1.5M | 5 | 301200.00 |
2018-12-31 | $1.5M | 5 | 306000.00 |
2018-09-30 | $1.6M | 5 | 320000.00 |
2018-06-30 | $1.4M | 5 | 282000.00 |
2018-03-31 | $1.5M | 5 | 299000.00 |
2017-12-31 | $1.5M | 5 | 297600.00 |
2017-09-30 | $1.4M | 5 | 274800.00 |
2017-06-30 | $1.3M | 5 | 254600.00 |
2017-03-31 | $1.2M | 5 | 249800.00 |
2016-12-31 | $1.2M | 5 | 244200.00 |
2016-09-30 | $1.1M | 5 | 216200.00 |
2016-06-30 | $1.1M | 5 | 217000.00 |
2016-03-31 | $1.1M | 5 | 213400.00 |
2015-12-31 | $989k | 5 | 197800.00 |
2015-09-30 | $976k | 5 | 195200.00 |
2015-06-30 | $1.0M | 5 | 204800.00 |
2015-03-31 | $1.1M | 5 | 217400.00 |
2014-12-31 | $1.1M | 5 | 226000.00 |
2014-09-30 | $1.0M | 5 | 206800.00 |
2014-06-30 | $950k | 5 | 190000.00 |
2014-03-31 | $937k | 5 | 187400.00 |
2013-12-31 | $889k | 5 | 177800.00 |
2013-09-30 | $852k | 5 | 170400.00 |
2013-06-30 | $843k | 5 | 168600.00 |
2012-12-31 | $1.1M | 8 | 134000.00 |
2012-09-30 | $1.1M | 8 | 132750.00 |
2012-06-30 | $1.0M | 8 | 125000.00 |
2012-03-31 | $975k | 8 | 121875.00 |
2011-12-31 | $344k | 3 | 114666.67 |
2011-09-30 | $320k | 3 | 106666.67 |
2011-03-31 | $376k | 3 | 125333.33 |
More positions owned by Confluence Investment Management
Home Depot (HD)
View all positions for Confluence Investment Management