EWM
Empirical Wealth Management’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $850K | Hold |
34,114
| – | – | 0.02% | 330 |
|
|
2025
Q1 | $800K | Sell |
34,114
-11,062
| -24% | -$259K | 0.02% | 322 |
|
|
2024
Q4 | $1.26M | Sell |
45,176
-5,020
| -10% | -$140K | 0.03% | 253 |
|
|
2024
Q3 | $1.02M | Buy |
50,196
+20
| +0% | +$408 | 0.03% | 261 |
|
|
2024
Q2 | $1.48M | Hold |
50,176
| – | – | 0.04% | 215 |
|
|
2024
Q1 | $1.53M | Hold |
50,176
| – | – | 0.05% | 207 |
|
|
2023
Q4 | $1.17M | Hold |
50,176
| – | – | 0.04% | 223 |
|
|
2023
Q3 | $1.49M | Hold |
50,176
| – | – | 0.06% | 183 |
|
|
2023
Q2 | $1.77M | Sell |
50,176
-150
| -0.3% | -$5.3K | 0.07% | 169 |
|
|
2023
Q1 | $1.21M | Buy |
50,326
+150
| +0.3% | +$3.61K | 0.05% | 188 |
|
|
2022
Q4 | $1.12M | Sell |
50,176
-36
| -0.1% | -$801 | 0.05% | 191 |
|
|
2022
Q3 | $1.19M | Buy |
50,212
+126
| +0.3% | +$3K | 0.06% | 181 |
|
|
2022
Q2 | $1.16M | Sell |
50,086
-477
| -0.9% | -$11.1K | 0.06% | 181 |
|
|
2022
Q1 | $2.07M | Sell |
50,563
-9,737
| -16% | -$399K | 0.1% | 130 |
|
|
2021
Q4 | $4.6M | Buy |
+60,300
| New | +$4.6M | 0.23% | 77 |
|