Berger Financial Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
29,640
+617
| +2% | +$110K | 0.34% | 75 |
|
|
2025
Q1 | $4.65M | Buy |
29,023
+6,230
| +27% | +$998K | 0.32% | 84 |
|
|
2024
Q4 | $3.97M | Buy |
22,793
+615
| +3% | +$107K | 0.27% | 87 |
|
|
2024
Q3 | $5.02M | Buy |
22,178
+157
| +0.7% | +$35.5K | 0.36% | 73 |
|
|
2024
Q2 | $4.93M | Sell |
22,021
-46
| -0.2% | -$10.3K | 0.39% | 64 |
|
|
2024
Q1 | $5.64M | Sell |
22,067
-1,579
| -7% | -$404K | 0.46% | 54 |
|
|
2023
Q4 | $5.38M | Sell |
23,646
-615
| -3% | -$140K | 0.56% | 44 |
|
|
2023
Q3 | $4.89M | Buy |
24,261
+152
| +0.6% | +$30.7K | 0.56% | 50 |
|
|
2023
Q2 | $4.42M | Sell |
24,109
-498
| -2% | -$91.4K | 0.5% | 61 |
|
|
2023
Q1 | $4.8M | Sell |
24,607
-1,864
| -7% | -$363K | 0.58% | 46 |
|
|
2022
Q4 | $4.73M | Buy |
26,471
+701
| +3% | +$125K | 0.62% | 52 |
|
|
2022
Q3 | $4.02M | Buy |
25,770
+835
| +3% | +$130K | 0.59% | 48 |
|
|
2022
Q2 | $3.93M | Buy |
24,935
+447
| +2% | +$70.4K | 0.57% | 52 |
|
|
2022
Q1 | $4.38M | Buy |
+24,488
| New | +$4.38M | 0.56% | 56 |
|