CWM
Circle Wealth Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $947K | Buy |
40,417
+395
| +1% | +$9.26K | 0.02% | 115 |
|
|
2024
Q4 | $1.12M | Buy |
40,022
+9,872
| +33% | +$276K | 0.02% | 109 |
|
|
2024
Q3 | $614K | Buy |
30,150
+9,900
| +49% | +$202K | 0.01% | 155 |
|
|
2024
Q2 | $598K | Buy |
+20,250
| New | +$598K | 0.01% | 143 |
|