Allworth Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Sell |
338
-31
| -8% | -$5.54K | ﹤0.01% | 1834 |
|
|
2025
Q1 | $58.6K | Buy |
369
+186
| +102% | +$29.5K | ﹤0.01% | 1470 |
|
|
2024
Q4 | $35.5K | Buy |
183
+52
| +40% | +$10.1K | ﹤0.01% | 1752 |
|
|
2024
Q3 | $29.7K | Buy |
131
+10
| +8% | +$2.27K | ﹤0.01% | 1663 |
|
|
2024
Q2 | $27.7K | Buy |
121
+21
| +21% | +$4.81K | ﹤0.01% | 1673 |
|
|
2024
Q1 | $25.6K | Buy |
100
+21
| +27% | +$5.37K | ﹤0.01% | 1627 |
|
|
2023
Q4 | $18K | Sell |
79
-21
| -21% | -$4.77K | ﹤0.01% | 1706 |
|
|
2023
Q3 | $20.2K | Buy |
100
+45
| +82% | +$9.08K | ﹤0.01% | 1509 |
|
|
2023
Q2 | $10.1K | Sell |
55
-90
| -62% | -$16.5K | ﹤0.01% | 1855 |
|
|
2023
Q1 | $28.3K | Buy |
145
+4
| +3% | +$780 | ﹤0.01% | 1283 |
|
|
2022
Q4 | $25.2K | Buy |
141
+61
| +76% | +$10.9K | ﹤0.01% | 1256 |
|
|
2022
Q3 | $12K | Sell |
80
-94
| -54% | -$14.1K | ﹤0.01% | 1528 |
|
|
2022
Q2 | $27K | Buy |
174
+170
| +4,250% | +$26.4K | ﹤0.01% | 1110 |
|
|
2022
Q1 | $1K | Buy |
4
+2
| +100% | +$500 | ﹤0.01% | 1894 |
|
|
2021
Q4 | $0 | Sell |
2
-58
| -97% | – | ﹤0.01% | 1943 |
|
|
2021
Q3 | $11K | Buy |
+60
| New | +$11K | ﹤0.01% | 1266 |
|