Carson Wealth (CWM LLC)’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $7.87M | Buy |
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|
2025
Q3 | $3.63M | Buy |
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|
2025
Q2 | $164K | Sell |
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|
2025
Q1 | $280K | Sell |
|
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|
2024
Q4 | $570K | Buy |
|
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|
2024
Q3 | $175K | Sell |
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|
2024
Q2 | $298K | Buy |
|
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $203K | Buy |
|
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|
2023
Q3 | $190K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $96K | Sell |
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|
2022
Q4 | $127K | Buy |
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|
2022
Q3 | $51K | Buy |
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|
2022
Q2 | $0 | Buy |
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