Baird Financial Group’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 | $3.37M | Sell |
153,649
-41,435
| -21% | -$909K | 0.01% | 848 |
|
|
2025
Q1 | $5.23M | Buy |
195,084
+74,845
| +62% | +$2.01M | 0.01% | 673 |
|
|
2024
Q4 | $3.31M | Sell |
120,239
-163,029
| -58% | -$4.49M | 0.01% | 818 |
|
|
2024
Q3 | $7.15M | Sell |
283,268
-6,171
| -2% | -$156K | 0.01% | 592 |
|
|
2024
Q2 | $5.36M | Sell |
289,439
-10,456
| -3% | -$194K | 0.01% | 645 |
|
|
2024
Q1 | $5.31M | Buy |
299,895
+17,194
| +6% | +$304K | 0.01% | 643 |
|
|
2023
Q4 | $5.66M | Buy |
282,701
+122,934
| +77% | +$2.46M | 0.01% | 629 |
|
|
2023
Q3 | $3.09M | Buy |
159,767
+49,010
| +44% | +$948K | 0.01% | 765 |
|
|
2023
Q2 | $1.76M | Buy |
+110,757
| New | +$1.76M | ﹤0.01% | 954 |
|