Carson Wealth (CWM LLC)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.66M | Buy |
13,708
+12,093
| +749% | +$1.53M | ﹤0.01% | 1281 |
|
|
2025
Q4 | $220K | Sell |
1,615
-2,426
| -60% | -$358K | ﹤0.01% | 2489 |
|
|
2025
Q3 | $644K | Sell |
4,041
-281
| -7% | -$47.8K | ﹤0.01% | 1654 |
|
|
2025
Q2 | $772K | Buy |
4,322
+1,359
| +46% | +$231K | ﹤0.01% | 1395 |
|
|
2025
Q1 | $475K | Sell |
2,963
-2,292
| -44% | -$416K | ﹤0.01% | 1464 |
|
|
2024
Q4 | $915K | Sell |
5,255
-33
| -0.6% | -$6.41K | ﹤0.01% | 1131 |
|
|
2024
Q3 | $1.2M | Sell |
5,288
-522
| -9% | -$116K | 0.01% | 919 |
|
|
2024
Q2 | $1.3M | Buy |
5,810
+162
| +3% | +$37.6K | 0.01% | 776 |
|
|
2024
Q1 | $1.45M | Buy |
5,648
+238
| +4% | +$56.5K | 0.01% | 715 |
|
|
2023
Q4 | $1.23M | Buy |
5,410
+209
| +4% | +$44.3K | 0.01% | 724 |
|
|
2023
Q3 | $1.05M | Buy |
5,201
+105
| +2% | +$20.9K | 0.01% | 734 |
|
|
2023
Q2 | $935K | Buy |
5,096
+51
| +1% | +$8.91K | 0.01% | 739 |
|
|
2023
Q1 | $983K | Buy |
5,045
+176
| +4% | +$34.6K | 0.01% | 674 |
|
|
2022
Q4 | $870K | Buy |
4,869
+88
| +2% | +$15.5K | 0.01% | 656 |
|
|
2022
Q3 | $746K | Buy |
4,781
+157
| +3% | +$26.9K | 0.01% | 632 |
|
|
2022
Q2 | $729K | Buy |
4,624
+550
| +14% | +$92.5K | 0.01% | 643 |
|
|
2022
Q1 | $729K | Buy |
4,074
+1,215
| +42% | +$222K | 0.01% | 634 |
|
|
2021
Q4 | $586K | Buy |
+2,859
| New | +$544K | ﹤0.01% | 685 |
|
|
2021
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2020
Q4 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2020
Q3 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2020
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2020
Q1 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2019
Q4 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2019
Q3 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2019
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 882 |
|
|
2019
Q1 | $213K | Buy |
1,217
+1,084
| +815% | +$96.7K | ﹤0.01% | 882 |
|
|
2018
Q4 | $11K | Buy |
133
+64
| +93% | +$5.51K | ﹤0.01% | 1295 |
|
|
2018
Q3 | $6K | Buy |
+69
| New | +$5.97K | ﹤0.01% | 1281 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$7K | – | 1423 |
|
|
2017
Q4 | $7K | Hold |
94
| – | – | ﹤0.01% | 975 |
|
|
2017
Q3 | $6K | Buy |
+94
| New | +$5.88K | ﹤0.01% | 1015 |
|
|
2017
Q1 | – | Sell |
-64
| Closed | -$3K | – | 1186 |
|
|
2016
Q4 | $3K | Buy |
+64
| New | +$3.12K | ﹤0.01% | 911 |
|
Other funds holding CDW
Carson Wealth (CWM LLC)'s CDW Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its CDW (CDW) stake by 749% in Q1 2026, buying an estimated $1.53M and bringing the position to 13,708 shares worth $1.66M. The position accounts for ﹤0.01% of the portfolio, ranked #1281.
Carson Wealth (CWM LLC) first reported a position in CDW in Q4 2016 and has held it in 33 quarters since. 755 funds tracked by Wall St. Rank hold CDW as of Q1 2026.
- Carson Wealth (CWM LLC) held 13,708 shares of CDW worth $1.66M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 12,093 CDW shares in Q1 2026, an estimated $1.53M.
- CDW made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1281 holding.
- Carson Wealth (CWM LLC) first reported a position in CDW in Q4 2016 and has held it in 33 quarters since.
- 755 funds tracked by Wall St. Rank held CDW as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.