BWM
CDW icon

Buckley Wealth Management’s CDW CDW Stock Holding History

Buckley Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,028
Closed -$685K – 103
2024
Q3 		$685K Buy
3,028
+124
+4% +$27.5K 0.21% 74
2024
Q2 		$650K Sell
2,904
-7
-0.2% -$1.62K 0.21% 72
2024
Q1 		$745K Sell
2,911
-82
-3% -$19.5K 0.24% 69
2023
Q4 		$680K Sell
2,993
-23
-0.8% -$4.87K 0.24% 72
2023
Q3 		$609K Sell
3,016
-833
-22% -$166K 0.23% 73
2023
Q2 		$706K Buy
3,849
+250
+7% +$43.7K 0.24% 74
2023
Q1 		$701K Sell
3,599
-91
-2% -$17.9K 0.26% 69
2022
Q4 		$659K Buy
3,690
+34
+0.9% +$5.98K 0.24% 70
2022
Q3 		$571K Sell
3,656
-1,513
-29% -$259K 0.21% 78
2022
Q2 		$814K Sell
5,169
-109
-2% -$18.3K 0.26% 69
2022
Q1 		$944K Buy
5,278
+1,620
+44% +$296K 0.26% 74
2021
Q4 		$749K Buy
3,658
+2,194
+150% +$417K 0.22% 82
2021
Q3 		$266K Buy
1,464
+277
+23% +$52.3K 0.09% 116
2021
Q2 		$207K Buy
+1,187
New +$204K 0.07% 124

Other funds holding CDW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
LP
Longview Partners St Peter Port, Guernsey $7.06B AUM 3.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Buckley Wealth Management's CDW Position: Q4 2024 in Review

Buckley Wealth Management sold out of CDW (CDW) in Q4 2024, closing a stake of 3,028 shares — an estimated $685K sold.

Buckley Wealth Management first reported a position in CDW in Q2 2021 and held it in 14 quarters. The position peaked at $944K in Q1 2022. 852 funds tracked by Wall St. Rank hold CDW as of Q4 2024.

  • Buckley Wealth Management reported no remaining CDW position as of Q4 2024 after selling out during the quarter.
  • Buckley Wealth Management sold 3,028 CDW shares in Q4 2024, an estimated $685K.
  • Buckley Wealth Management first reported a position in CDW in Q2 2021 and held it in 14 quarters.
  • Buckley Wealth Management's CDW position peaked at $944K in Q1 2022.
  • 852 funds tracked by Wall St. Rank held CDW as of Q4 2024.

Based on Buckley Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.