CAPTRUST Financial Advisors’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
Q2 | $704K | Buy |
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|
2025
Q1 | $638K | Buy |
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|
2024
Q4 | $602K | Buy |
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|
2024
Q3 | $362K | Buy |
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|
2024
Q2 | $246K | Buy |
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|
2024
Q1 | $230K | Sell |
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|
2023
Q4 | $304K | Buy |
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|
2023
Q3 | $242K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $57K | Buy |
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|
2022
Q1 | $56K | Buy |
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|
2021
Q4 | $45K | Hold |
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|
2021
Q3 | $50K | Buy |
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