Corient Private Wealth’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 | $651K | Sell |
29,694
-22,553
| -43% | -$495K | ﹤0.01% | 1655 |
|
|
2025
Q1 | $1.4M | Sell |
52,247
-15,600
| -23% | -$418K | ﹤0.01% | 1130 |
|
|
2024
Q4 | $1.87M | Sell |
67,847
-5,038
| -7% | -$139K | ﹤0.01% | 1032 |
|
|
2024
Q3 | $1.84M | Buy |
72,885
+32,211
| +79% | +$813K | ﹤0.01% | 1115 |
|
|
2024
Q2 | $753K | Buy |
40,674
+2,345
| +6% | +$43.4K | ﹤0.01% | 1442 |
|
|
2024
Q1 | $678K | Buy |
38,329
+7,025
| +22% | +$124K | ﹤0.01% | 1470 |
|
|
2023
Q4 | $627K | Buy |
+31,304
| New | +$627K | ﹤0.01% | 1489 |
|