D.A. Davidson & Co’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 | $231K | Hold |
10,545
| – | – | ﹤0.01% | 1304 |
|
2025
Q1 | $283K | Hold |
10,545
| – | – | ﹤0.01% | 1211 |
|
2024
Q4 | $290K | Hold |
10,545
| – | – | ﹤0.01% | 1213 |
|
2024
Q3 | $266K | Hold |
10,545
| – | – | ﹤0.01% | 1220 |
|
2024
Q2 | $195K | Hold |
10,545
| – | – | ﹤0.01% | 1288 |
|
2024
Q1 | $187K | Hold |
10,545
| – | – | ﹤0.01% | 1299 |
|
2023
Q4 | $211K | Buy |
+10,545
| New | +$211K | ﹤0.01% | 1235 |
|