Confluence Wealth Services, Inc. Purchases in Q4 2024

Confluence Wealth Services, Inc.

  • $1.38 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ED
Consolidated Edison Inc

Utilities
7
+ 0.16%
$88.87 - $107.38 $622 - $752
4.4K $392K
CSX
Csx Corp

Industrials
4
+ 0.01%
$31.58 - $36.88 $126 - $148
29.2K $943K
CI
Cigna Corp

Healthcare
98
+ 6.93%
$265.59 - $358.58 $26K - $35.1K
1.51K $417K
COP
Conocophillips

Energy
672
+ 2.92%
$95.12 - $114.72 $63.9K - $77.1K
23.7K $2.35M
TSCO
Tractor Supply CO

Consumer Cyclical
11.6K
+ 396.74%
$52.59 - $303.74 $608K - $3.51M
14.5K $768K
UNH
Unitedhealth Group Inc

Healthcare
789
+ 12.98%
$485.52 - $625.25 $383K - $493K
6.87K $3.47M
AFL
Aflac Inc

Financial Services
60
+ 0.53%
$100.37 - $115.27 $6.02K - $6.92K
11.5K $1.19M
PSX
Phillips 66

Energy
114
+ 1.72%
$110.35 - $138.93 $12.6K - $15.8K
6.74K $768K
DHR
Danaher Corp

Healthcare
120
+ 4.31%
$226.16 - $274.52 $27.1K - $32.9K
2.9K $666K
LHX
L3 Harris Technologies, Inc.

Industrials
194
+ 3.46%
$208.94 - $264.22 $40.5K - $51.3K
5.81K $1.22M
DD
Du Pont De Nemours, Inc.

Basic Materials
212
+ 1.84%
$75.95 - $88.05 $16.1K - $18.7K
11.8K $896K
UNP
Union Pacific Corp

Industrials
97
+ 1.09%
$223.15 - $249.32 $21.6K - $24.2K
8.97K $2.05M
PG
Procter & Gamble CO

Consumer Defensive
497
+ 1.2%
$161.05 - $179.7 $80K - $89.3K
41.8K $7.01M
LEN
Lennar Corp

Consumer Cyclical
1.7K
+ 22.63%
$136.2 - $188.96 $231K - $321K
9.21K $1.26M
DVN
Devon Energy Corp

Energy
5.95K
+ 10.92%
$30.52 - $42.96 $182K - $256K
60.5K $1.98M
NEE
Nextera Energy Inc

Utilities
844
+ 4.1%
$69.77 - $85.43 $58.9K - $72.1K
21.4K $1.53M
AMAT
Applied Materials Inc

Technology
73
+ 1.13%
$161.44 - $213.89 $11.8K - $15.6K
6.54K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
23
+ 0.88%
$501.29 - $612.85 $11.5K - $14.1K
2.64K $1.37M
MPWR
Monolithic Power Systems Inc

Technology
362
+ 23.97%
$560.06 - $942.58 $203K - $341K
1.87K $1.11M
IGRO
Ishares Tr International Divid

ETFs
6.02K
+ 5.07%
$67.76 - $74.48 $408K - $449K
125K $8.48M
IEFA
Ishares Tr

ETFs
106
+ 0.19%
$70.06 - $77.43 $7.43K - $8.21K
56.6K $3.98M
MRK
Merck & Co., Inc.

Healthcare
1.11K
+ 2.66%
$96.31 - $114.76 $107K - $127K
42.7K $4.24M
XOM
Exxon Mobil Corp

Energy
327
+ 0.49%
$105.51 - $125.37 $34.5K - $41K
67.7K $7.28M
Activity Summary
Buys All Purchases 174 New Holdings 17 Increased Positions 157 Sells All Sells 126 Reductions 126 Sold out 0 Options Calls 0 Puts 0
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