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Oppenheimer & Co’s Clearwater Analytics CWAN Stock Holding History

Oppenheimer & Co’s Portfolio CWAN Stock Details CWAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$517K Buy
23,582
+4,046
+21% +$88.7K 0.01% 1134
2025
Q1 		$524K Sell
19,536
-4,616
-19% -$124K 0.01% 1063
2024
Q4 		$665K Sell
24,152
-8,910
-27% -$245K 0.01% 962
2024
Q3 		$835K Buy
+33,062
New +$835K 0.01% 853