FourThought Financial Partners’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 | $958K | Buy |
43,684
+5,477
| +14% | +$120K | 0.09% | 137 |
|
|
2025
Q1 | $1.02M | Sell |
38,207
-1,096
| -3% | -$29.4K | 0.11% | 129 |
|
|
2024
Q4 | $1.08M | Sell |
39,303
-1,719
| -4% | -$47.3K | 0.11% | 126 |
|
|
2024
Q3 | $1.04M | Buy |
41,022
+279
| +0.7% | +$7.05K | 0.12% | 106 |
|
|
2024
Q2 | $755K | Buy |
40,743
+1,091
| +3% | +$20.2K | 0.1% | 126 |
|
|
2024
Q1 | $701K | Buy |
+39,652
| New | +$701K | 0.08% | 165 |
|