Advisor OS’s CDW CDW Stock Holding History

Advisor OS’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$894K	Buy
2025 Q1	$733K	Buy
2024 Q4	$635K	Buy
2024 Q3	$329K	Buy
2022 Q2	–	Sell
2022 Q1	$984K	Buy
2021 Q4	$983K	Buy
2021 Q3	$760K	Buy
2021 Q2	$625K	Buy
2021 Q1	$342K	Buy