Number of Shares
744,181.00
Current Holdings Value*
$18.55 Mil
% of Portfolio
6.17%
Total Estimate Gain
$-5.60 Mil
% of Total Estimate Gain
-14.09%

Vishria Bird Financial Group, LLC's Confluent Inc Holding Summary

As of 2025-06-30, Vishria Bird Financial Group, LLC held 744,181.00 shares of Confluent Inc(CFLT), totaling $18.55 Mil. This investment constitutes 6.17% of their stock portfolio, and Vishria Bird Financial Group, LLC now holds 0.22% of the outstanding Confluent Inc(CFLT) stock.

The initial trade took place in 2021Q3. And since then Vishria Bird Financial Group, LLC has made 5 purchases of CFLT, at an average price of $30.09, for a total of 1.32 Mil shares. In addition, there have been 11 sales at an average price of $26.45 for 575,715.00 shares. Based on historical transaction data and CFLT's current price of $25.38, Vishria Bird Financial Group, LLC's estimated gain on his CFLT holdings is $-5.60 Mil, reflecting a -14.09% gain to date.

Vishria Bird Financial Group, LLC CFLT ($25.38) Holding Chart

Vishria Bird Financial Group, LLC CFLT ($25.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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