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	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.04M	Buy
2025 Q2	$517K	Buy
2025 Q1	$524K	Sell
2024 Q4	$665K	Sell
2024 Q3	$835K	Buy