Focused Wealth Management’s Confluent CFLT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
2025
Q1
$128K Buy
2024
Q1
Sell
2023
Q4
$91.8K Buy
2023
Q3
$51.1K Hold
2023
Q2
$60.9K Hold
2023
Q1
$41.5K Hold
2022
Q4
$38.4K Hold
2022
Q3
$41K Hold
2022
Q2
$40K Buy
2022
Q1
$35K Buy