Principal Financial Group’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 | $29.5M | Sell |
1,345,332
-30,480
| -2% | -$668K | 0.02% | 647 |
|
|
2025
Q1 | $36.9M | Sell |
1,375,812
-66,406
| -5% | -$1.78M | 0.02% | 529 |
|
|
2024
Q4 | $39.7M | Buy |
1,442,218
+1,357,425
| +1,601% | +$37.4M | 0.02% | 537 |
|
|
2024
Q3 | $2.14M | Buy |
84,793
+65,878
| +348% | +$1.66M | ﹤0.01% | 1756 |
|
|
2024
Q2 | $350K | Buy |
+18,915
| New | +$350K | ﹤0.01% | 2030 |
|
|
2024
Q1 | – | Sell |
-397,941
| Closed | -$7.97M | – | 2439 |
|
|
2023
Q4 | $7.97M | Buy |
397,941
+293,366
| +281% | +$5.88M | 0.01% | 1400 |
|
|
2023
Q3 | $2.02M | Buy |
+104,575
| New | +$2.02M | ﹤0.01% | 1761 |
|