Perigon Wealth Management’s Confluent CFLT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Sell |
9,909
-1,426
| -13% | -$35.6K | 0.01% | 915 |
|
|
2025
Q1 | $266K | Sell |
11,335
-117
| -1% | -$2.74K | 0.01% | 859 |
|
|
2024
Q4 | $306K | Buy |
11,452
+91
| +0.8% | +$2.43K | 0.01% | 810 |
|
|
2024
Q3 | $232K | Sell |
11,361
-843
| -7% | -$17.2K | 0.01% | 875 |
|
|
2024
Q2 | $360K | Sell |
12,204
-18,484
| -60% | -$546K | 0.01% | 626 |
|
|
2024
Q1 | $937K | Buy |
30,688
+9,444
| +44% | +$288K | 0.03% | 385 |
|
|
2023
Q4 | $497K | Buy |
+21,244
| New | +$497K | 0.02% | 501 |
|