LPL Financial’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 | $2.94M | Buy |
133,879
+18,700
| +16% | +$410K | ﹤0.01% | 2759 |
|
|
2025
Q1 | $2.89M | Buy |
115,179
+23,630
| +26% | +$592K | ﹤0.01% | 2595 |
|
|
2024
Q4 | $2.54M | Buy |
91,549
+52,931
| +137% | +$1.47M | ﹤0.01% | 2641 |
|
|
2024
Q3 | $975K | Sell |
38,618
-6,155
| -14% | -$155K | ﹤0.01% | 3388 |
|
|
2024
Q2 | $829K | Sell |
44,773
-556
| -1% | -$10.3K | ﹤0.01% | 3386 |
|
|
2024
Q1 | $802K | Sell |
45,329
-5,024
| -10% | -$88.9K | ﹤0.01% | 3342 |
|
|
2023
Q4 | $1.01M | Sell |
50,353
-2,254
| -4% | -$45.1K | ﹤0.01% | 3003 |
|
|
2023
Q3 | $1.02M | Buy |
52,607
+3,239
| +7% | +$62.6K | ﹤0.01% | 2856 |
|
|
2023
Q2 | $783K | Buy |
49,368
+6,764
| +16% | +$107K | ﹤0.01% | 3033 |
|
|
2023
Q1 | $680K | Buy |
42,604
+3,528
| +9% | +$56.3K | ﹤0.01% | 3073 |
|
|
2022
Q4 | $733K | Buy |
39,076
+4,981
| +15% | +$93.4K | ﹤0.01% | 2893 |
|
|
2022
Q3 | $572K | Buy |
34,095
+6,386
| +23% | +$107K | ﹤0.01% | 3018 |
|
|
2022
Q2 | $334K | Buy |
+27,709
| New | +$334K | ﹤0.01% | 3526 |
|