Confluence Investment Management LLC Berkshire Hathaway Inc Class B Transaction History

Confluence Investment Management LLC

  • $6.81 Billion
  • Q2 2025

A detailed history of Confluence Investment Management LLC transactions in Berkshire Hathaway Inc Class B stock. As of the latest transaction made, Confluence Investment Management LLC holds 101,968 shares of BRK-B stock, worth $49.5 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
101,968
Previous 144,171 29.27%
Holding current value
$49.5 Million
Previous $75.7 Million 34.58%
% of portfolio
0.73%
Previous 1.13%

Shares

34 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
$483.48 - $539.8 $20.4 Million - $22.8 Million
-42,203 Reduced 29.27%
101,968 $49.5 Million
Q1 2025

Apr 01, 2025
SELL
$442.66 - $534.52 $1.67 Million - $2.02 Million
-3,776 Reduced 2.55%
144,171 $75.7 Million
Q4 2024

Jan 02, 2025
SELL
$442.29 - $483.08 $3.01 Million - $3.28 Million
-6,795 Reduced 4.39%
147,947 $67.1 Million
Q3 2024

Oct 31, 2024
SELL
$405.19 - $478.57 $1.8 Million - $2.13 Million
-4,450 Reduced 2.8%
154,742 $71.2 Million
Q2 2024

Jul 01, 2024
SELL
$396.73 - $420.24 $2.54 Million - $2.69 Million
-6,393 Reduced 3.86%
159,192 $64.8 Million
Q1 2024

Apr 01, 2024
SELL
$359.29 - $420.52 $3.66 Million - $4.28 Million
-10,182 Reduced 5.79%
165,585 $69.6 Million
Q4 2023

Nov 05, 2024
BUY
$331.71 - $362.68 $4.72 Million - $5.16 Million
14,216 Added 9.19%
168,958 $60.3 Million
Q3 2023

Oct 10, 2023
SELL
$340.9 - $370.48 $2.37 Million - $2.58 Million
-6,961 Reduced 3.81%
175,767 $61.6 Million
Q2 2023

Jul 03, 2023
SELL
$309.07 - $341.0 $1.95 Million - $2.15 Million
-6,298 Reduced 3.33%
182,728 $62.3 Million
Q1 2023

Apr 04, 2023
SELL
$293.51 - $320.37 $2.79 Million - $3.05 Million
-9,511 Reduced 4.79%
189,026 $58.4 Million
Q4 2022

Jan 03, 2023
SELL
$264.0 - $318.6 $1.46 Million - $1.77 Million
-5,544 Reduced 2.72%
198,537 $61.3 Million
Q3 2022

Oct 03, 2022
SELL
$264.32 - $306.65 $643,354 - $746,386
-2,434 Reduced 1.18%
204,081 $54.5 Million
Q2 2022

Jul 12, 2022
SELL
$267.52 - $353.1 $957,721 - $1.26 Million
-3,580 Reduced 1.7%
206,515 $56.4 Million
Q1 2022

Apr 04, 2022
SELL
$300.79 - $359.57 $315,227 - $376,829
-1,048 Reduced 0.5%
210,095 $74.1 Million
Q4 2021

Jan 04, 2022
BUY
$273.64 - $300.17 $920,251 - $1.01 Million
3,363 Added 1.62%
211,143 $63.1 Million
Q3 2021

Oct 04, 2021
SELL
$272.66 - $291.28 $175,047 - $187,001
-642 Reduced 0.31%
207,780 $56.7 Million
Q2 2021

Jul 01, 2021
BUY
$258.2 - $292.52 $28,660 - $32,469
111 Added 0.05%
208,422 $57.9 Million
Q1 2021

Apr 05, 2021
BUY
$227.36 - $263.99 $1.46 Million - $1.7 Million
6,424 Added 3.18%
208,311 $53.2 Million
Q4 2020

Jan 25, 2021
SELL
$200.7 - $233.92 $14.5 Million - $16.9 Million
-72,267 Reduced 26.36%
201,887 $46.8 Million
Q3 2020

Oct 19, 2020
SELL
$177.99 - $221.68 $464,197 - $578,141
-2,608 Reduced 0.94%
274,154 $58.4 Million
Q2 2020

Jul 01, 2020
SELL
$169.25 - $201.56 $1.64 Million - $1.95 Million
-9,697 Reduced 3.39%
276,762 $49.4 Million
Q1 2020

Jun 03, 2020
BUY
$162.13 - $230.2 $166,345 - $236,185
1,026 Added 0.36%
286,459 $52.4 Million
Q1 2020

Apr 08, 2020
BUY
$162.13 - $230.2 $17.2 Million - $24.4 Million
105,815 Added 58.91%
285,433 $52.2 Million
Q4 2019

Jun 02, 2020
SELL
$203.1 - $227.05 $22.7 Million - $25.4 Million
-111,858 Reduced 38.38%
179,618 $38.3 Million
Q4 2019

Jan 29, 2020
BUY
$203.1 - $227.05 $22.1 Million - $24.7 Million
108,944 Added 59.68%
291,476 $66 Million
Q3 2019

Oct 15, 2019
BUY
$195.81 - $215.25 $570,590 - $627,238
2,914 Added 1.62%
182,532 $38 Million
Q2 2019

Jul 24, 2019
BUY
$197.42 - $218.6 $457,816 - $506,933
2,319 Added 1.31%
179,618 $38.3 Million
Q1 2019

Apr 16, 2019
SELL
$191.66 - $209.19 $329,080 - $359,179
-1,717 Reduced 0.96%
177,299 $35.6 Million
Q4 2018

Jan 04, 2019
SELL
$187.76 - $223.76 $391,291 - $466,315
-2,084 Reduced 1.15%
179,016 $36.6 Million
Q3 2018

Oct 25, 2018
SELL
$186.02 - $221.68 $13,021 - $15,517
-70 Reduced 0.04%
181,100 $38.8 Million
Q2 2018

Jul 12, 2018
SELL
$184.91 - $201.2 $609,833 - $663,557
-3,298 Reduced 1.79%
181,170 $33.8 Million
Q1 2018

Apr 04, 2018
SELL
$191.42 - $217.25 $71,208 - $80,817
-372 Reduced 0.2%
184,468 $36.8 Million
Q4 2017

Jan 08, 2018
SELL
$181.06 - $199.56 $656,704 - $723,804
-3,627 Reduced 1.92%
184,840 $36.6 Million
Q3 2017

Oct 13, 2017
BUY
$173.99 - $183.82 $32.8 Million - $34.6 Million
188,467
188,467 $34.6 Million

Others Institutions Holding BRK-B

# of Institutions
4,962
Shares Held
917M
Call Options Held
19.4M
Put Options Held
12.1M
View Full List

About BERKSHIRE HATHAWAY INC - Class B

BRK-B Quotes by TradingView
  • Ticker BRK-B
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 1,301,129,984
  • Market Cap $631B
More about BRK-B
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