Advisors Asset Management’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $90.6K | Sell |
4,131
-638
| -13% | -$14K | ﹤0.01% | 1212 |
|
|
2025
Q1 | $128K | Buy |
4,769
+169
| +4% | +$4.53K | ﹤0.01% | 1160 |
|
|
2024
Q4 | $127K | Buy |
4,600
+1,026
| +29% | +$28.2K | ﹤0.01% | 1187 |
|
|
2024
Q3 | $90.2K | Buy |
3,574
+995
| +39% | +$25.1K | ﹤0.01% | 1239 |
|
|
2024
Q2 | $47.8K | Buy |
2,579
+886
| +52% | +$16.4K | ﹤0.01% | 1306 |
|
|
2024
Q1 | $29.9K | Buy |
1,693
+1,234
| +269% | +$21.8K | ﹤0.01% | 1333 |
|
|
2023
Q4 | $9.19K | Buy |
+459
| New | +$9.19K | ﹤0.01% | 1384 |
|