LPL Financial’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 | $1.88M | Sell |
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|
2025
Q2 | $2.94M | Buy |
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|
2025
Q1 | $2.89M | Buy |
|
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|
2024
Q4 | $2.54M | Buy |
|
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|
2024
Q3 | $975K | Sell |
|
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $802K | Sell |
|
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|
2023
Q4 | $1.01M | Sell |
|
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|
2023
Q3 | $1.02M | Buy |
|
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|
2023
Q2 | $783K | Buy |
|
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|
2023
Q1 | $680K | Buy |
|
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|
2022
Q4 | $733K | Buy |
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|
2022
Q3 | $572K | Buy |
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|
2022
Q2 | $334K | Buy |
|