Truist Financial’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 | $395K | Buy |
18,018
+66
| +0.4% | +$1.45K | ﹤0.01% | 2043 |
|
|
2025
Q1 | $481K | Sell |
17,952
-3,963
| -18% | -$106K | ﹤0.01% | 1882 |
|
|
2024
Q4 | $603K | Buy |
21,915
+1,209
| +6% | +$33.3K | ﹤0.01% | 1761 |
|
|
2024
Q3 | $523K | Sell |
20,706
-1,224
| -6% | -$30.9K | ﹤0.01% | 1823 |
|
|
2024
Q2 | $406K | Sell |
21,930
-3,206
| -13% | -$59.4K | ﹤0.01% | 2094 |
|
|
2024
Q1 | $445K | Buy |
25,136
+5,667
| +29% | +$100K | ﹤0.01% | 2037 |
|
|
2023
Q4 | $390K | Buy |
+19,469
| New | +$390K | ﹤0.01% | 2131 |
|
|
2023
Q1 | – | Sell |
-29,776
| Closed | -$558K | – | 2574 |
|
|
2022
Q4 | $558K | Buy |
29,776
+1,316
| +5% | +$24.7K | ﹤0.01% | 1871 |
|
|
2022
Q3 | $478K | Buy |
28,460
+6,109
| +27% | +$103K | ﹤0.01% | 1834 |
|
|
2022
Q2 | $269K | Buy |
22,351
+11,335
| +103% | +$136K | ﹤0.01% | 2271 |
|
|
2022
Q1 | $231K | Buy |
+11,016
| New | +$231K | ﹤0.01% | 2444 |
|