Aaron Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $283K | Sell |
2,335
-666
| -22% | -$84.2K | 0.02% | 581 |
|
|
2025
Q4 | $409K | Sell |
3,001
-1,029
| -26% | -$152K | 0.02% | 492 |
|
|
2025
Q3 | $642K | Buy |
4,030
+2,605
| +183% | +$443K | 0.04% | 339 |
|
|
2025
Q2 | $254K | Buy |
+1,425
| New | +$242K | 0.03% | 402 |
|
|
2025
Q1 | – | Sell |
-1,199
| Closed | -$209K | – | 457 |
|
|
2024
Q4 | $209K | Sell |
1,199
-553
| -32% | -$107K | 0.02% | 428 |
|
|
2024
Q3 | $396K | Buy |
1,752
+293
| +20% | +$65K | 0.05% | 234 |
|
|
2024
Q2 | $327K | Sell |
1,459
-81
| -5% | -$18.8K | 0.05% | 219 |
|
|
2024
Q1 | $394K | Buy |
1,540
+42
| +3% | +$9.97K | 0.06% | 182 |
|
|
2023
Q4 | $341K | Buy |
1,498
+64
| +4% | +$13.6K | 0.06% | 176 |
|
|
2023
Q3 | $289K | Sell |
1,434
-578
| -29% | -$115K | 0.04% | 201 |
|
|
2023
Q2 | $369K | Buy |
2,012
+38
| +2% | +$6.64K | 0.05% | 185 |
|
|
2023
Q1 | $385K | Buy |
1,974
+23
| +1% | +$4.52K | 0.05% | 176 |
|
|
2022
Q4 | $348K | Sell |
1,951
-25
| -1% | -$4.39K | 0.05% | 181 |
|
|
2022
Q3 | $308K | Sell |
1,976
-4
| -0.2% | -$686 | 0.06% | 165 |
|
|
2022
Q2 | $311K | Sell |
1,980
-313,760
| -99% | -$52.7M | 0.08% | 147 |
|
|
2022
Q1 | $1.76M | Buy |
315,740
+313,987
| +17,911% | +$57.5M | 0.02% | 255 |
|
|
2021
Q4 | $358K | Sell |
1,753
-67
| -4% | -$12.7K | 0.1% | 124 |
|
|
2021
Q3 | $331K | Buy |
1,820
+84
| +5% | +$15.9K | 0.09% | 118 |
|
|
2021
Q2 | $303K | Buy |
1,736
+122
| +8% | +$21K | 0.1% | 126 |
|
|
2021
Q1 | $267K | Buy |
+1,614
| New | +$241K | 0.1% | 124 |
|
Other funds holding CDW
VCM
VPM
