One Charles Private Wealth Services’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 |
|
|||||
|
2025
Q4 | $1.09M | Sell |
|
|||||
|
2025
Q3 | $722K | Buy |
|
|||||
|
2025
Q2 | $907K | Hold |
|
|||||
|
2025
Q1 | $853K | Hold |
|
|||||
|
2024
Q4 | $1.02M | Sell |
|
|||||
|
2024
Q3 | $927K | Hold |
|
|||||
|
2024
Q2 | $1.34M | Hold |
|
|||||
|
2024
Q1 | $1.39M | Hold |
|
|||||
|
2023
Q4 | $1.06M | Hold |
|
|||||
|
2023
Q3 | $1.35M | Hold |
|
|||||
|
2023
Q2 | $1.61M | Sell |
|
|||||
|
2023
Q1 | $1.22M | Hold |
|
|||||
|
2022
Q4 | $1.13M | Hold |
|
|||||
|
2022
Q3 | $1.2M | Hold |
|
|||||
|
2022
Q2 | $1.26M | Buy |
|