1WCM
12 West Capital Management’s Cloudflare NET Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $32.3M | Hold |
165,000
| – | – | 3.42% | 9 |
|
|
2025
Q1 | $18.6M | Hold |
165,000
| – | – | 2.74% | 12 |
|
|
2024
Q4 | $17.8M | Hold |
165,000
| – | – | 1.86% | 12 |
|
|
2024
Q3 | $13.3M | Hold |
165,000
| – | – | 1.37% | 15 |
|
|
2024
Q2 | $13.7M | Hold |
165,000
| – | – | 1.41% | 15 |
|
|
2024
Q1 | $16M | Hold |
165,000
| – | – | 1.44% | 17 |
|
|
2023
Q4 | $13.7M | Hold |
165,000
| – | – | 1.22% | 15 |
|
|
2023
Q3 | $10.4M | Hold |
165,000
| – | – | 0.94% | 19 |
|
|
2023
Q2 | $10.8M | Hold |
165,000
| – | – | 0.93% | 19 |
|
|
2023
Q1 | $10.2M | Hold |
165,000
| – | – | 0.87% | 20 |
|
|
2022
Q4 | $7.46M | Hold |
165,000
| – | – | 0.75% | 16 |
|
|
2022
Q3 | $9.13M | Hold |
165,000
| – | – | 0.81% | 19 |
|
|
2022
Q2 | $7.22M | Hold |
165,000
| – | – | 0.62% | 22 |
|
|
2022
Q1 | $19.8M | Hold |
165,000
| – | – | 1.2% | 15 |
|
|
2021
Q4 | $21.7M | Sell |
165,000
-188,200
| -53% | -$24.7M | 0.96% | 15 |
|
|
2021
Q3 | $39.8M | Hold |
353,200
| – | – | 1.81% | 12 |
|
|
2021
Q2 | $37.4M | Hold |
353,200
| – | – | 1.57% | 11 |
|
|
2021
Q1 | $24.8M | Hold |
353,200
| – | – | 1.18% | 12 |
|
|
2020
Q4 | $26.8M | Hold |
353,200
| – | – | 1.15% | 11 |
|
|
2020
Q3 | $14.5M | Hold |
353,200
| – | – | 0.71% | 14 |
|
|
2020
Q2 | $12.7M | Buy |
+353,200
| New | +$12.7M | 0.66% | 14 |
|