Bartlett & Co Wealth Management’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 | $27.5M | Sell |
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|
2025
Q2 | $31.7M | Sell |
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|
2025
Q1 | $31.5M | Sell |
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|
2024
Q4 | $34.6M | Sell |
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|
2024
Q3 | $46.4M | Sell |
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|
2024
Q2 | $50.3M | Sell |
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|
2024
Q1 | $57.5M | Sell |
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|
2023
Q4 | $54.1M | Buy |
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|
2023
Q3 | $47.2M | Buy |
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|
2023
Q2 | $40.3M | Buy |
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|
2023
Q1 | $42M | Sell |
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|
2022
Q4 | $38.8M | Buy |
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|
2022
Q3 | $33.8M | Buy |
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|
2022
Q2 | $33.8M | Sell |
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|
2022
Q1 | $38.9M | Buy |
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|
2021
Q4 | $43.2M | Buy |
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|
2021
Q3 | $38.1M | Buy |
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|
2021
Q2 | $36M | Buy |
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|
2021
Q1 | $33.5M | Buy |
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|
2020
Q4 | $24.1M | Buy |
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|
2020
Q3 | $16.9M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $13.1K | Buy |
|