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Curi RMB Capital’s Clearwater Analytics CWAN Stock Holding History

Curi RMB Capital’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.79M Buy
355,244
+18,091
+5% +$397K 0.15% 172
2025
Q1 		$9.04M Buy
337,153
+122,575
+57% +$3.29M 0.22% 131
2024
Q4 		$5.91M Buy
+214,578
New +$5.91M 0.14% 177