AssetMark Inc’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 | $1.41M | Buy |
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|
2025
Q1 | $159K | Buy |
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|
2024
Q4 | $155K | Sell |
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|
2024
Q3 | $221K | Buy |
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|
2024
Q2 | $159K | Buy |
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|
2024
Q1 | $164K | Buy |
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|
2023
Q4 | $116K | Buy |
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|
2023
Q3 | $75.1K | Sell |
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|
2023
Q2 | $73.8K | Buy |
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|
2023
Q1 | $55.5K | Buy |
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|
2022
Q4 | $49.8K | Sell |
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|
2022
Q3 | $45K | Buy |
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|
2022
Q2 | $45K | Sell |
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|
2022
Q1 | $57K | Sell |
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|
2021
Q4 | $67K | Buy |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $39K | Buy |
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|
2021
Q1 | $32K | Buy |
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|
2020
Q4 | $22K | Sell |
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|
2020
Q3 | $22K | Sell |
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|
2020
Q2 | $343K | Sell |
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|
2020
Q1 | $337K | Sell |
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|
2019
Q4 | $572K | Buy |
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|
2019
Q3 | $48K | Buy |
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|
2019
Q2 | $40K | Sell |
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|
2019
Q1 | $36K | Buy |
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|
2018
Q4 | $29K | Hold |
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|
2018
Q3 | $32K | Hold |
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|
2018
Q2 | $29K | Sell |
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|
2018
Q1 | $29K | Sell |
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|
2017
Q4 | $31K | Sell |
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|
2017
Q3 | $34K | Hold |
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|
2017
Q2 | $33K | Hold |
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|
2017
Q1 | $30K | Buy |
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|
2016
Q4 | $18K | Sell |
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|
2016
Q3 | $27K | Sell |
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|
2016
Q2 | $33K | Sell |
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|
2016
Q1 | $80K | Buy |
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|
2015
Q4 | $72K | Buy |
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|
2015
Q3 | $5K | Buy |
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