Northwestern Mutual Wealth Management’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 | $2.48K | Sell |
113
-250
| -69% | -$5.48K | ﹤0.01% | 3204 |
|
|
2025
Q1 | $9.73K | Buy |
363
+61
| +20% | +$1.64K | ﹤0.01% | 2755 |
|
|
2024
Q4 | $8.31K | Buy |
302
+102
| +51% | +$2.81K | ﹤0.01% | 2811 |
|
|
2024
Q3 | $5.05K | Hold |
200
| – | – | ﹤0.01% | 2886 |
|
|
2024
Q2 | $3.7K | Hold |
200
| – | – | ﹤0.01% | 2951 |
|
|
2024
Q1 | $3.54K | Sell |
200
-28
| -12% | -$495 | ﹤0.01% | 2936 |
|
|
2023
Q4 | $4.57K | Buy |
228
+28
| +14% | +$561 | ﹤0.01% | 2883 |
|
|
2023
Q3 | $3.87K | Sell |
200
-170
| -46% | -$3.29K | ﹤0.01% | 2818 |
|
|
2023
Q2 | $5.87K | Buy |
370
+170
| +85% | +$2.7K | ﹤0.01% | 2734 |
|
|
2023
Q1 | $3.19K | Sell |
200
-104
| -34% | -$1.66K | ﹤0.01% | 2857 |
|
|
2022
Q4 | $5.7K | Buy |
304
+104
| +52% | +$1.95K | ﹤0.01% | 2690 |
|
|
2022
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 2786 |
|
|
2022
Q2 | $2K | Hold |
200
| – | – | ﹤0.01% | 2907 |
|
|
2022
Q1 | $4K | Sell |
200
-77
| -28% | -$1.54K | ﹤0.01% | 2781 |
|
|
2021
Q4 | $6K | Buy |
+277
| New | +$6K | ﹤0.01% | 2720 |
|