Confluence Wealth Services, Inc.'s ownership history for BRK.B

Confluence Wealth Services, Inc. currently holds 14.7K shares with a market value of $7.4M. It started holding BRK.B on 2024-09-30. At its peak, it held 14.7K shares on 2025-09-30. Its highest holding value was $7.5M on 2025-03-31. At its lowest, it held 12.3K shares on 2024-09-30, with a value of $5.6M on 2024-09-30. In the recent 180 days, Confluence Wealth Services, Inc. has increased its shares by 548. In the recent year, Confluence Wealth Services, Inc. has increased its shares by 2.4K.