Boston Financial Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $7.25M | Sell |
41,663
-143,130
| -77% | -$24.9M | 0.22% | 84 |
|
|
2024
Q3 | $41.8M | Sell |
184,793
-4,795
| -3% | -$1.09M | 1.25% | 24 |
|
|
2024
Q2 | $42.4M | Buy |
189,588
+1,477
| +0.8% | +$331K | 1.35% | 18 |
|
|
2024
Q1 | $48.1M | Buy |
188,111
+3,456
| +2% | +$884K | 1.53% | 17 |
|
|
2023
Q4 | $42M | Buy |
184,655
+625
| +0.3% | +$142K | 1.42% | 21 |
|
|
2023
Q3 | $37.1M | Buy |
184,030
+3,122
| +2% | +$630K | 1.39% | 19 |
|
|
2023
Q2 | $33.2M | Buy |
180,908
+1,484
| +0.8% | +$272K | 1.2% | 25 |
|
|
2023
Q1 | $35M | Buy |
179,424
+67,125
| +60% | +$13.1M | 1.37% | 23 |
|
|
2022
Q4 | $20.1M | Buy |
112,299
+7,377
| +7% | +$1.32M | 0.81% | 39 |
|
|
2022
Q3 | $16.4M | Buy |
104,922
+3,861
| +4% | +$603K | 0.71% | 40 |
|
|
2022
Q2 | $15.9M | Sell |
101,061
-346
| -0.3% | -$54.5K | 0.69% | 44 |
|
|
2022
Q1 | $18.1M | Buy |
+101,407
| New | +$18.1M | 0.69% | 45 |
|