HM Payson & Co’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 | $479K | Buy |
|
|||||
|
2025
Q2 | $331K | Hold |
|
|||||
|
2025
Q1 | $405K | Hold |
|
|||||
|
2024
Q4 | $416K | Hold |
|
|||||
|
2024
Q3 | $381K | Sell |
|
|||||
|
2024
Q2 | $320K | Sell |
|
|||||
|
2024
Q1 | $309K | Sell |
|
|||||
|
2023
Q4 | $361K | Sell |
|
|||||
|
2023
Q3 | $354K | Sell |
|
|||||
|
2023
Q2 | $295K | Buy |
|
|||||
|
2023
Q1 | $57.5K | Hold |
|
|||||
|
2022
Q4 | $67.5K | Sell |
|
|||||
|
2022
Q3 | $77K | Sell |
|
|||||
|
2022
Q2 | $84K | Sell |
|
|||||
|
2022
Q1 | $206K | Buy |
|
|||||
|
2021
Q4 | $179K | Buy |
|