Segall Bryant & Hamill’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 | $8.44M | Buy |
384,634
+65,141
| +20% | +$1.43M | 0.12% | 254 |
|
|
2025
Q1 | $8.56M | Sell |
319,493
-9,018
| -3% | -$242K | 0.13% | 241 |
|
|
2024
Q4 | $9.04M | Sell |
328,511
-4,420
| -1% | -$122K | 0.12% | 241 |
|
|
2024
Q3 | $8.41M | Sell |
332,931
-13,598
| -4% | -$343K | 0.11% | 256 |
|
|
2024
Q2 | $6.42M | Buy |
346,529
+9,428
| +3% | +$175K | 0.11% | 242 |
|
|
2024
Q1 | $5.96M | Buy |
337,101
+169,034
| +101% | +$2.99M | 0.11% | 245 |
|
|
2023
Q4 | $3.37M | Buy |
+168,067
| New | +$3.37M | 0.06% | 273 |
|