MAP
Moody Aldrich Partners’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.01M | Buy |
410,952
+32,532
| +9% | +$713K | 1.74% | 5 |
|
|
2025
Q1 | $10.1M | Sell |
378,420
-8,004
| -2% | -$215K | 2.12% | 2 |
|
|
2024
Q4 | $10.6M | Buy |
386,424
+94,454
| +32% | +$2.6M | 1.97% | 3 |
|
|
2024
Q3 | $7.37M | Buy |
+291,970
| New | +$7.37M | 1.34% | 19 |
|