Carson Wealth (CWM LLC)’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $772K | Buy |
4,322
+1,359
| +46% | +$243K | ﹤0.01% | 1394 |
|
|
2025
Q1 | $475K | Sell |
2,963
-2,292
| -44% | -$367K | ﹤0.01% | 1462 |
|
|
2024
Q4 | $915K | Sell |
5,255
-33
| -0.6% | -$5.75K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $1.2M | Sell |
5,288
-522
| -9% | -$118K | 0.01% | 918 |
|
|
2024
Q2 | $1.3M | Buy |
5,810
+162
| +3% | +$36.3K | 0.01% | 775 |
|
|
2024
Q1 | $1.45M | Buy |
5,648
+238
| +4% | +$60.9K | 0.01% | 714 |
|
|
2023
Q4 | $1.23M | Buy |
5,410
+209
| +4% | +$47.5K | 0.01% | 723 |
|
|
2023
Q3 | $1.05M | Buy |
5,201
+105
| +2% | +$21.2K | 0.01% | 733 |
|
|
2023
Q2 | $935K | Buy |
5,096
+51
| +1% | +$9.36K | 0.01% | 738 |
|
|
2023
Q1 | $983K | Buy |
5,045
+176
| +4% | +$34.3K | 0.01% | 673 |
|
|
2022
Q4 | $870K | Buy |
4,869
+88
| +2% | +$15.7K | 0.01% | 654 |
|
|
2022
Q3 | $746K | Buy |
4,781
+157
| +3% | +$24.5K | 0.01% | 630 |
|
|
2022
Q2 | $729K | Buy |
4,624
+550
| +14% | +$86.7K | 0.01% | 641 |
|
|
2022
Q1 | $729K | Buy |
4,074
+1,215
| +42% | +$217K | 0.01% | 632 |
|
|
2021
Q4 | $586K | Buy |
+2,859
| New | +$586K | ﹤0.01% | 683 |
|
|
2021
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2021
Q1 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2020
Q4 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2020
Q3 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2020
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2020
Q1 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2019
Q4 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2019
Q3 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2019
Q2 | $213K | Hold |
1,217
| – | – | ﹤0.01% | 880 |
|
|
2019
Q1 | $213K | Buy |
1,217
+1,084
| +815% | +$190K | ﹤0.01% | 880 |
|
|
2018
Q4 | $11K | Buy |
133
+64
| +93% | +$5.29K | ﹤0.01% | 1290 |
|
|
2018
Q3 | $6K | Buy |
+69
| New | +$6K | ﹤0.01% | 1278 |
|
|
2018
Q1 | – | Sell |
-94
| Closed | -$7K | – | 1422 |
|
|
2017
Q4 | $7K | Hold |
94
| – | – | ﹤0.01% | 974 |
|
|
2017
Q3 | $6K | Buy |
+94
| New | +$6K | ﹤0.01% | 1014 |
|
|
2017
Q1 | – | Sell |
-64
| Closed | -$3K | – | 1185 |
|
|
2016
Q4 | $3K | Buy |
+64
| New | +$3K | ﹤0.01% | 910 |
|