Dunhill Financial’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 | $417K | Hold |
19,000
| – | – | 0.12% | 66 |
|
|
2025
Q1 | $509K | Hold |
19,000
| – | – | 0.23% | 44 |
|
|
2024
Q4 | $523K | Hold |
19,000
| – | – | 0.24% | 37 |
|
|
2024
Q3 | $480K | Hold |
19,000
| – | – | 0.25% | 38 |
|
|
2024
Q2 | $352K | Hold |
19,000
| – | – | 0.22% | 40 |
|
|
2024
Q1 | $336K | Hold |
19,000
| – | – | 0.25% | 38 |
|
|
2023
Q4 | $381K | Buy |
19,000
+279
| +1% | +$5.59K | 0.35% | 30 |
|
|
2023
Q3 | $382K | Sell |
18,721
-235
| -1% | -$4.8K | 0.24% | 44 |
|
|
2023
Q2 | $325K | Buy |
+18,956
| New | +$325K | 0.21% | 51 |
|