Atria Investments’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 | $1.02M | Buy |
46,407
+8,355
| +22% | +$183K | 0.01% | 1026 |
|
|
2025
Q1 | $1.02M | Sell |
38,052
-4,681
| -11% | -$125K | 0.01% | 982 |
|
|
2024
Q4 | $1.18M | Buy |
42,733
+6,080
| +17% | +$167K | 0.01% | 899 |
|
|
2024
Q3 | $925K | Buy |
36,653
+1,971
| +6% | +$49.8K | 0.01% | 1006 |
|
|
2024
Q2 | $642K | Buy |
+34,682
| New | +$642K | 0.01% | 1180 |
|