SGM
Seven Grand Managers’s Clearwater Analytics CWAN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.6M | Buy |
667,103
+567,103
| +567% | +$12.4M | 1.75% | 20 |
|
|
2025
Q1 | $2.68M | Sell |
100,000
-35,000
| -26% | -$938K | 0.63% | 31 |
|
|
2024
Q4 | $3.72M | Sell |
135,000
-65,000
| -33% | -$1.79M | 1.7% | 23 |
|
|
2024
Q3 | $5.05M | Hold |
200,000
| – | – | 1.13% | 29 |
|
|
2024
Q2 | $3.7M | Buy |
200,000
+50,000
| +33% | +$926K | 1.67% | 24 |
|
|
2024
Q1 | $2.65M | Sell |
150,000
-71,401
| -32% | -$1.26M | 1.3% | 25 |
|
|
2023
Q4 | $4.43M | Buy |
+221,401
| New | +$4.43M | 4.23% | 9 |
|
|
2023
Q3 | – | Sell |
-96,549
| Closed | -$1.53M | – | 32 |
|
|
2023
Q2 | $1.53M | Sell |
96,549
-471,500
| -83% | -$7.48M | 2.98% | 8 |
|
|
2023
Q1 | $9.07M | Buy |
+568,049
| New | +$9.07M | 26.14% | 1 |
|
|
2022
Q2 | – | Sell |
-50,000
| Closed | -$1.05M | – | 27 |
|
|
2022
Q1 | $1.05M | Buy |
50,000
+10,000
| +25% | +$210K | 0.9% | 32 |
|
|
2021
Q4 | $919K | Buy |
+40,000
| New | +$919K | 0.87% | 50 |
|