Envestnet Asset Management’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
Q3 | $9.19M | Sell |
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|
2025
Q2 | $13.3M | Buy |
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|
2025
Q1 | $9.81M | Sell |
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|
2024
Q4 | $11.8M | Buy |
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|
2024
Q3 | $9.38M | Buy |
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|
2024
Q2 | $5.24M | Buy |
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|
2024
Q1 | $4.92M | Buy |
|
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|
2023
Q4 | $3.63M | Sell |
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|
2023
Q3 | $3.81M | Buy |
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|
2023
Q2 | $1.65M | Buy |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.68M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $662K | Buy |
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|
2022
Q1 | $725K | Buy |
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|
2021
Q4 | $299K | Buy |
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