Apollon Wealth Management’s Clearwater Analytics CWAN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$266K Sell
2025
Q1
$331K Buy
2024
Q4
$327K Buy
2024
Q3
$297K Sell
2024
Q2
$220K Sell
2024
Q1
$213K Sell
2023
Q4
$274K Buy