CWC
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Carolinas Wealth Consulting’s CDW CDW Stock Holding History

Carolinas Wealth Consulting’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
2025
Q2 		– Sell
-253
Closed -$40.5K – 140
2025
Q1 		$40.5K Sell
253
-1,193
-83% -$217K 0.01% 377
2024
Q4 		$252K Sell
1,446
-79
-5% -$15.3K 0.05% 167
2024
Q3 		$345K Hold
1,525
– – 0.06% 139
2024
Q2 		$341K Sell
1,525
-1
-0.1% -$232 0.07% 134
2024
Q1 		$390K Buy
1,526
+1
+0.1% +$238 0.08% 115
2023
Q4 		$347K Hold
1,525
– – 0.08% 113
2023
Q3 		$306K Sell
1,525
-52
-3% -$10.4K 0.08% 114
2023
Q2 		$289K Buy
1,577
+4
+0.3% +$699 0.06% 146
2023
Q1 		$307K Hold
1,573
– – 0.07% 135
2022
Q4 		$281K Buy
1,573
+48
+3% +$8.44K 0.06% 137
2022
Q3 		$238K Hold
1,525
– – 0.06% 136
2022
Q2 		$240K Hold
1,525
– – 0.06% 140
2022
Q1 		$273K Sell
1,525
-9
-0.6% -$1.65K 0.06% 138
2021
Q4 		$314K Buy
1,534
+444
+41% +$84.4K 0.07% 129
2021
Q3 		$198K Sell
1,090
-190
-15% -$35.9K 0.05% 160
2021
Q2 		$224K Sell
1,280
-30
-2% -$5.17K 0.05% 157
2021
Q1 		$217K Hold
1,310
– – 0.05% 155
2020
Q4 		$173K Sell
1,310
-66
-5% -$8.64K 0.05% 163
2020
Q3 		$165K Buy
1,376
+1,331
+2,958% +$152K 0.06% 146
2020
Q2 		$5K Buy
+45
New +$4.88K ﹤0.01% 391

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $15.4B AUM 10.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Carolinas Wealth Consulting's CDW Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of CDW (CDW) in Q2 2025, closing a stake of 253 shares — an estimated $40.5K sold.

Carolinas Wealth Consulting first reported a position in CDW in Q2 2020 and held it in 20 quarters. The position peaked at $390K in Q1 2024. 849 funds tracked by Wall St. Rank hold CDW as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining CDW position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 253 CDW shares in Q2 2025, an estimated $40.5K.
  • Carolinas Wealth Consulting first reported a position in CDW in Q2 2020 and held it in 20 quarters.
  • Carolinas Wealth Consulting's CDW position peaked at $390K in Q1 2024.
  • 849 funds tracked by Wall St. Rank held CDW as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.