Oppenheimer Asset Management’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 | $2.51M | Sell |
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|
2025
Q2 | $3.1M | Buy |
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|
2025
Q1 | $2.66M | Sell |
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|
2024
Q4 | $3.54M | Sell |
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|
2024
Q3 | $4.34M | Buy |
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|
2024
Q2 | $3.09M | Buy |
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|
2024
Q1 | $2.07M | Sell |
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|
2023
Q4 | $2.7M | Buy |
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|
2023
Q3 | $2.49M | Buy |
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|
2023
Q2 | $1.46M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $571K | Buy |
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|
2022
Q1 | $972K | Buy |
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|
2021
Q4 | $872K | Buy |
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