Sax Wealth Advisors’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
$949K Buy
2025
Q1
$892K Sell
2024
Q4
$1.31M Sell
2024
Q3
$974K Sell
2024
Q2
$1.53M Buy