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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $642K | Buy |
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|
2025
Q2 | $254K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $209K | Sell |
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|
2024
Q3 | $396K | Buy |
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|
2024
Q2 | $327K | Sell |
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|
2024
Q1 | $394K | Buy |
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|
2023
Q4 | $341K | Buy |
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|
2023
Q3 | $289K | Sell |
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|
2023
Q2 | $369K | Buy |
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|
2023
Q1 | $385K | Buy |
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|
2022
Q4 | $348K | Sell |
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|
2022
Q3 | $308K | Sell |
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|
2022
Q2 | $311K | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $358K | Sell |
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|
2021
Q3 | $331K | Buy |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $267K | Buy |
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