Huntleigh Advisors’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
$747K Buy
34,062
+1,851
+6% +$40.6K 0.14% 123
2025
Q1
$863K Buy
32,211
+595
+2% +$15.9K 0.2% 101
2024
Q4
$870K Buy
+31,616
New +$870K 0.19% 100