Vestmark Advisory Solutions’s Clearwater Analytics CWAN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $216K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $1.44M | Sell |
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|
2025
Q1 | $3.79M | Buy |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $1.86M | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $704K | Sell |
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|
2023
Q2 | $617K | Sell |
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|
2023
Q1 | $622K | Buy |
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|
2022
Q4 | $656K | Sell |
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|
2022
Q3 | $648K | Buy |
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|
2022
Q2 | $380K | Buy |
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|
2022
Q1 | $529K | Sell |
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|
2021
Q4 | $580K | Buy |
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