PAG
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Private Advisory Group’s Clearwater Analytics CWAN Stock Holding History

Private Advisory Group’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
Q1 		– Sell
-28,688
Closed -$789K – 202
2024
Q4 		$789K Buy
+28,688
New +$789K 0.09% 135