AssetMark Inc’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $998K | Sell |
40,035
-2,298
| -5% | -$57.3K | ﹤0.01% | 924 |
|
|
2025
Q1 | $992K | Buy |
42,333
+3,833
| +10% | +$89.8K | ﹤0.01% | 868 |
|
|
2024
Q4 | $1.08M | Buy |
38,500
+1,575
| +4% | +$44K | ﹤0.01% | 836 |
|
|
2024
Q3 | $753K | Buy |
36,925
+36,876
| +75,257% | +$752K | ﹤0.01% | 832 |
|
|
2024
Q2 | $1.45K | Buy |
49
+5
| +11% | +$148 | ﹤0.01% | 1798 |
|
|
2024
Q1 | $1.34K | Buy |
+44
| New | +$1.34K | ﹤0.01% | 1637 |
|