Confluence Wealth Services, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in Berkshire Hathwy Inc(Hldg Co)B stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 12,268 shares of BRKB stock, worth $0. This represents 0.43% of its overall portfolio holdings.

Number of Shares

12,268

Previous 12,463 1.56%

Holding current value

Previous $5.07 Million 11.38%

% of portfolio

0.43%

Previous 0.42%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 29, 2024	SELL	N/A	-195 Reduced 1.56%	12,268 $5.65 Million
Q2 2024 Jul 31, 2024	BUY	N/A	737 Added 6.29%	12,463 $5.07 Million
Q1 2024 Apr 22, 2024	BUY	N/A	1,157 Added 10.95%	11,726 $4.93 Million
Q4 2023 Jan 25, 2024	BUY	N/A	467 Added 4.62%	10,569 $3.77 Million
Q3 2023 Nov 01, 2023	BUY	N/A	583 Added 6.12%	10,102 $3.54 Million
Q2 2023 Aug 01, 2023	BUY	N/A	167 Added 1.79%	9,519 $3.25 Million
Q1 2023 May 11, 2023	BUY	N/A	109 Added 1.18%	9,352 $2.89 Million
Q4 2022 Feb 10, 2023	BUY	N/A	655 Added 7.63%	9,243 $2.86 Million
Q3 2022 Nov 08, 2022	SELL	N/A	-2,151 Reduced 20.03%	8,588 $2.29 Million
Q2 2022 Aug 15, 2022	BUY	N/A	1,959 Added 22.31%	10,739 $3.18 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-160 Reduced 1.79%	8,780 $3.1 Million
Q4 2021 Feb 10, 2022	BUY	N/A	8,940 New	8,940 $2.67 Million

Others Institutions Holding BRKB

# of Institutions

Shares Held

25.4M

Call Options Held

Put Options Held

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About BERKSHIRE HATHWY INC(HLDG CO)B

Ticker BRKB

More about BRKB

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Confluence Wealth Services, Inc. Berkshire Hathwy Inc(Hldg Co)B Transaction History