Wells Fargo’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 | $27.2M | Buy |
1,240,963
+80,021
| +7% | +$1.75M | 0.01% | 1101 |
|
|
2025
Q1 | $31.1M | Sell |
1,160,942
-4,885
| -0.4% | -$131K | 0.01% | 966 |
|
|
2024
Q4 | $32.1M | Sell |
1,165,827
-33,436
| -3% | -$920K | 0.01% | 942 |
|
|
2024
Q3 | $30.3M | Sell |
1,199,263
-21,705
| -2% | -$548K | 0.01% | 964 |
|
|
2024
Q2 | $22.6M | Buy |
1,220,968
+40,091
| +3% | +$742K | 0.01% | 1087 |
|
|
2024
Q1 | $20.9M | Sell |
1,180,877
-11,338
| -1% | -$201K | 0.01% | 1100 |
|
|
2023
Q4 | $23.9M | Buy |
1,192,215
+622,365
| +109% | +$12.5M | 0.01% | 989 |
|
|
2023
Q3 | $11M | Buy |
569,850
+2,016
| +0.4% | +$39K | ﹤0.01% | 1400 |
|
|
2023
Q2 | $9.01M | Buy |
567,834
+4,304
| +0.8% | +$68.3K | ﹤0.01% | 1601 |
|
|
2023
Q1 | $8.99M | Buy |
563,530
+55,038
| +11% | +$878K | ﹤0.01% | 1585 |
|
|
2022
Q4 | $9.53M | Sell |
508,492
-58,847
| -10% | -$1.1M | ﹤0.01% | 1509 |
|
|
2022
Q3 | $9.53M | Sell |
567,339
-15,336
| -3% | -$257K | ﹤0.01% | 1489 |
|
|
2022
Q2 | $7.02M | Sell |
582,675
-73,775
| -11% | -$888K | ﹤0.01% | 1740 |
|
|
2022
Q1 | $13.8M | Buy |
656,450
+164,416
| +33% | +$3.45M | ﹤0.01% | 1517 |
|
|
2021
Q4 | $11.3M | Buy |
492,034
+437,366
| +800% | +$10.1M | ﹤0.01% | 1681 |
|
|
2021
Q3 | $1.4M | Buy |
+54,668
| New | +$1.4M | ﹤0.01% | 3752 |
|