EP Wealth Advisors’s Confluent CFLT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Sell |
13,895
-8
| -0.1% | -$199 | ﹤0.01% | 937 |
|
|
2025
Q1 | $326K | Sell |
13,903
-100
| -0.7% | -$2.34K | ﹤0.01% | 876 |
|
|
2024
Q4 | $392K | Sell |
14,003
-368
| -3% | -$10.3K | ﹤0.01% | 767 |
|
|
2024
Q3 | $293K | Buy |
14,371
+503
| +4% | +$10.3K | ﹤0.01% | 873 |
|
|
2024
Q2 | $410K | Sell |
13,868
-6,826
| -33% | -$202K | ﹤0.01% | 580 |
|
|
2024
Q1 | $632K | Sell |
20,694
-1,747
| -8% | -$53.3K | 0.01% | 465 |
|
|
2023
Q4 | $525K | Buy |
+22,441
| New | +$525K | 0.01% | 479 |
|