Berkshire Hathaway shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Berkshire Hathaway
Tip: Access up to 7 years of quarterly data
All positions including Berkshire Hathaway held by Confluence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Berkshire Hathaway by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $1.3M | 6.4k | 208.03 |
| 2020-06-30 | $850k | 4.8k | 178.57 |
| 2020-03-31 | $1.1M | 5.9k | 182.84 |
| 2019-12-31 | $1.2M | 5.6k | 208.02 |
| 2019-09-30 | $1.3M | 6.4k | 208.03 |
| 2019-06-30 | $1.4M | 6.4k | 213.23 |
| 2019-03-31 | $1.3M | 6.4k | 200.94 |
| 2018-12-31 | $1.2M | 6.1k | 204.10 |
| 2018-09-30 | $1.3M | 6.1k | 214.11 |
| 2018-06-30 | $1.1M | 6.1k | 186.61 |
| 2018-03-31 | $725k | 3.6k | 199.39 |
| 2017-12-31 | $721k | 3.6k | 198.29 |
| 2017-09-30 | $669k | 3.6k | 183.44 |
| 2017-06-30 | $621k | 3.7k | 166.71 |
| 2017-03-31 | $621k | 3.7k | 166.71 |
| 2016-12-31 | $607k | 3.7k | 162.95 |
| 2016-09-30 | $527k | 3.7k | 144.38 |
| 2016-06-30 | $528k | 3.7k | 144.66 |
| 2016-03-31 | $598k | 4.2k | 141.84 |
| 2015-12-31 | $464k | 3.5k | 131.97 |
| 2015-09-30 | $367k | 2.8k | 130.33 |
| 2015-06-30 | $361k | 2.7k | 136.12 |
| 2015-03-31 | $360k | 2.5k | 144.17 |
| 2014-12-31 | $375k | 2.5k | 150.18 |
| 2014-09-30 | $345k | 2.5k | 138.17 |
| 2014-06-30 | $1.1M | 8.7k | 126.56 |
| 2014-03-31 | $287k | 2.3k | 124.95 |
More positions owned by Confluence Wealth Management
View all positions for Confluence Wealth Management