Confluence Wealth Services, Inc. Sells in Q3 2024

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AXP
American Express CO

Financial Services
-339
- 6.85%
$225.92 - $271.17 $76.6K - $91.9K
4.61K $1.25M
PG
Procter & Gamble CO

Consumer Defensive
-1.42K
- 3.32%
$160.76 - $177.82 $228K - $253K
41.3K $7.16M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-182
- 0.54%
$51.29 - $56.57 $9.33K - $10.3K
33.7K $1.91M
ETN
Eaton Corp PLC

Industrials
-257
- 2.3%
$272.52 - $333.02 $70K - $85.6K
10.9K $3.61M
CEG
Constellation Energy Corp

Utilities
-219
- 6.77%
$167.08 - $262.86 $36.6K - $57.6K
3.02K $784K
ALL
Allstate Corp

Financial Services
-478
- 5.97%
$158.43 - $192.86 $75.7K - $92.2K
7.53K $1.43M
FNF
Fidelity National Financial, Inc.

Financial Services
-2.66K
- 10.67%
$48.08 - $62.04 $128K - $165K
22.2K $1.38M
JPM
Jpmorgan Chase & CO

Financial Services
-1.15K
- 2.5%
$194.9 - $224.8 $225K - $259K
45K $9.49M
SHOP
Shopify Inc.

Technology
-188
- 1.57%
$52.26 - $80.75 $9.82K - $15.2K
11.8K $947K
IAU
Ishares Gold Trust

ETFs
-1.85K
- 4.27%
$44.06 - $50.5 $81.3K - $93.2K
41.4K $2.06M
PM
Philip Morris International Inc.

Consumer Defensive
-1.09K
- 6.89%
$101.25 - $127.45 $111K - $139K
14.8K $1.79M
LOW
Lowes Companies Inc

Consumer Cyclical
-58
- 1.44%
$213.3 - $270.78 $12.4K - $15.7K
3.96K $1.07M
VZ
Verizon Communications Inc

Communication Services
-315
- 0.49%
$38.89 - $45.0 $12.3K - $14.2K
64.4K $2.89M
MSI
Motorola Solutions, Inc.

Technology
-263
- 4.43%
$385.65 - $450.49 $101K - $118K
5.67K $2.55M
BBY
Best Buy CO Inc

Consumer Cyclical
-207
- 1.29%
$80.23 - $103.29 $16.6K - $21.4K
15.8K $1.63M
GLD
Spdr Gold Trust

ETFs
-372
- 2.38%
$215.56 - $246.98 $80.2K - $91.9K
15.3K $3.71M
HD
Home Depot, Inc.

Consumer Cyclical
-1.41K
- 8.5%
$333.64 - $405.2 $469K - $569K
15.1K $6.13M
WMT
Walmart Inc.

Consumer Defensive
-4.12K
- 6.1%
$66.91 - $81.4 $275K - $335K
63.4K $5.12M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-195
- 1.56%
$405.19 - $478.57 $79K - $93.3K
12.3K $5.65M
IBM
International Business Machines Corp

Technology
-684
- 4.36%
$175.1 - $223.38 $120K - $153K
15K $3.32M
AAPL
Apple Inc.

Technology
-1.37K
- 0.74%
$207.23 - $234.82 $284K - $322K
184K $42.8M
Activity Summary
Buys All Purchases 141 New Holdings 20 Increased Positions 121 Sells All Sells 172 Reductions 172 Sold out 0 Options Calls 0 Puts 0
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