Rockefeller Capital Management’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 | $310K | Buy |
+14,155
| New | +$310K | ﹤0.01% | 1648 |
|
|
2023
Q1 | – | Sell |
-659
| Closed | -$12K | – | 2400 |
|
|
2022
Q4 | $12K | Buy |
659
+512
| +348% | +$9.32K | ﹤0.01% | 2993 |
|
|
2022
Q3 | $2K | Sell |
147
-145
| -50% | -$1.97K | ﹤0.01% | 3571 |
|
|
2022
Q2 | $3K | Buy |
+292
| New | +$3K | ﹤0.01% | 3629 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$12K | – | 3804 |
|
|
2021
Q3 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 2794 |
|