SGM
Scalar Gauge Management’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.5M | Sell |
524,244
-139,351
| -21% | -$3.06M | 6.55% | 4 |
|
|
2025
Q1 | $17.8M | Buy |
663,595
+76,597
| +13% | +$2.05M | 10.84% | 2 |
|
|
2024
Q4 | $16.2M | Buy |
586,998
+20,013
| +4% | +$551K | 7.46% | 5 |
|
|
2024
Q3 | $14.3M | Buy |
566,985
+147,985
| +35% | +$3.74M | 7.6% | 2 |
|
|
2024
Q2 | $7.76M | Buy |
419,000
+244,000
| +139% | +$4.52M | 4.51% | 6 |
|
|
2024
Q1 | $3.1M | Buy |
+175,000
| New | +$3.1M | 2.38% | 14 |
|