Financial Management Professionals’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
$17.4K Sell
795
-1,303
-62% -$28.6K ﹤0.01% 443
2025
Q1
$56.2K Sell
2,098
-180
-8% -$4.82K 0.01% 244
2024
Q4
$62.7K Sell
2,278
-13
-0.6% -$358 0.01% 239
2024
Q3
$58K Buy
+2,291
New +$58K 0.01% 243