Allworth Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4K | Sell |
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|
2025
Q1 | $58.6K | Buy |
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|
2024
Q4 | $35.5K | Buy |
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|
2024
Q3 | $29.7K | Buy |
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|
2024
Q2 | $27.7K | Buy |
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|
2024
Q1 | $25.6K | Buy |
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|
2023
Q4 | $18K | Sell |
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|
2023
Q3 | $20.2K | Buy |
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|
2023
Q2 | $10.1K | Sell |
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|
2023
Q1 | $28.3K | Buy |
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|
2022
Q4 | $25.2K | Buy |
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|
2022
Q3 | $12K | Sell |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | $0 | Sell |
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|
2021
Q3 | $11K | Buy |
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