Berkshire Hathaway shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Berkshire Hathaway (BRK.B) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Berkshire Hathaway
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Quarterly reported holdings in Berkshire Hathaway by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.6M | 12k | 460.26 |
| 2024-06-30 | $5.1M | 13k | 406.80 |
| 2024-03-31 | $4.9M | 12k | 420.52 |
| 2023-12-31 | $3.8M | 11k | 356.66 |
| 2023-09-30 | $3.5M | 10k | 350.30 |
| 2023-06-30 | $3.2M | 9.5k | 341.00 |
| 2023-03-31 | $2.9M | 9.4k | 308.77 |
| 2022-12-31 | $2.9M | 9.2k | 308.90 |
| 2022-09-30 | $2.3M | 8.6k | 267.00 |
| 2022-06-30 | $3.2M | 11k | 296.40 |
| 2022-03-31 | $3.1M | 8.8k | 352.85 |
| 2021-12-31 | $2.7M | 8.9k | 298.99 |
More positions owned by Confluence Wealth Services
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