Morgan Stanley’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 | $94M | Buy |
4,285,391
+115,058
| +3% | +$2.52M | 0.01% | 1377 |
|
2025
Q1 | $112M | Buy |
4,170,333
+48,940
| +1% | +$1.31M | 0.01% | 1175 |
|
2024
Q4 | $113M | Buy |
4,121,393
+511,276
| +14% | +$14.1M | 0.01% | 1167 |
|
2024
Q3 | $91.2M | Buy |
3,610,117
+705,040
| +24% | +$17.8M | 0.01% | 1315 |
|
2024
Q2 | $53.8M | Buy |
2,905,077
+538,910
| +23% | +$9.98M | ﹤0.01% | 1700 |
|
2024
Q1 | $41.9M | Sell |
2,366,167
-4,326,431
| -65% | -$76.5M | ﹤0.01% | 1919 |
|
2023
Q4 | $134M | Buy |
6,692,598
+3,780,682
| +130% | +$75.7M | 0.01% | 1444 |
|
2023
Q3 | $56.3M | Buy |
2,911,916
+365,897
| +14% | +$7.08M | 0.01% | 1457 |
|
2023
Q2 | $40.4M | Sell |
2,546,019
-3,374
| -0.1% | -$53.5K | ﹤0.01% | 1782 |
|
2023
Q1 | $40.7M | Buy |
2,549,393
+25,112
| +1% | +$401K | ﹤0.01% | 1737 |
|
2022
Q4 | $47.3M | Buy |
2,524,281
+1,816,916
| +257% | +$34.1M | 0.01% | 1549 |
|
2022
Q3 | $11.9M | Buy |
707,365
+153,672
| +28% | +$2.58M | ﹤0.01% | 2764 |
|
2022
Q2 | $6.67M | Buy |
553,693
+497,607
| +887% | +$5.99M | ﹤0.01% | 3489 |
|
2022
Q1 | $1.18M | Buy |
56,086
+26,464
| +89% | +$556K | ﹤0.01% | 4879 |
|
2021
Q4 | $681K | Sell |
29,622
-49,800
| -63% | -$1.14M | ﹤0.01% | 5357 |
|
2021
Q3 | $2.03M | Buy |
+79,422
| New | +$2.03M | ﹤0.01% | 4563 |
|