Brown Advisory’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
$36M Buy
1,642,492
+235,452
+17% +$5.16M 0.05% 238
2025
Q1
$37.7M Buy
1,407,040
+1,398,113
+15,662% +$37.5M 0.05% 220
2024
Q4
$246K Sell
8,927
-913,492
-99% -$25.1M ﹤0.01% 1223
2024
Q3
$23.3M Sell
922,419
-187,323
-17% -$4.73M 0.03% 315
2024
Q2
$20.6M Sell
1,109,742
-26,888
-2% -$498K 0.03% 317
2024
Q1
$20.1M Sell
1,136,630
-3,147
-0.3% -$55.7K 0.03% 325
2023
Q4
$22.8M Buy
1,139,777
+720,312
+172% +$14.4M 0.03% 306
2023
Q3
$8.11M Buy
+419,465
New +$8.11M 0.01% 414