Carson Wealth (CWM LLC)’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $164K | Sell |
6,569
-5,385
| -45% | -$134K | ﹤0.01% | 2343 |
|
|
2025
Q1 | $280K | Sell |
11,954
-8,449
| -41% | -$198K | ﹤0.01% | 1708 |
|
|
2024
Q4 | $570K | Buy |
20,403
+11,806
| +137% | +$330K | ﹤0.01% | 1329 |
|
|
2024
Q3 | $175K | Sell |
8,597
-1,502
| -15% | -$30.6K | ﹤0.01% | 1824 |
|
|
2024
Q2 | $298K | Buy |
10,099
+1,515
| +18% | +$44.7K | ﹤0.01% | 1399 |
|
|
2024
Q1 | $262K | Sell |
8,584
-110
| -1% | -$3.36K | ﹤0.01% | 1392 |
|
|
2023
Q4 | $203K | Buy |
8,694
+2,271
| +35% | +$53K | ﹤0.01% | 1418 |
|
|
2023
Q3 | $190K | Buy |
6,423
+222
| +4% | +$6.57K | ﹤0.01% | 1333 |
|
|
2023
Q2 | $219K | Buy |
6,201
+2,205
| +55% | +$77.9K | ﹤0.01% | 1216 |
|
|
2023
Q1 | $96K | Sell |
3,996
-1,699
| -30% | -$40.8K | ﹤0.01% | 1506 |
|
|
2022
Q4 | $127K | Buy |
5,695
+3,538
| +164% | +$78.9K | ﹤0.01% | 1269 |
|
|
2022
Q3 | $51K | Buy |
2,157
+2,137
| +10,685% | +$50.5K | ﹤0.01% | 1639 |
|
|
2022
Q2 | $0 | Buy |
+20
| New | – | ﹤0.01% | 3791 |
|