Centric Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $326K | Sell |
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|
2025
Q3 | $487K | Sell |
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|
2025
Q2 | $540K | Sell |
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|
2025
Q1 | $568K | Sell |
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|
2024
Q4 | $640K | Sell |
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|
2024
Q3 | $3.82M | Buy |
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|
2024
Q2 | $4.31M | Buy |
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|
2024
Q1 | $4.38M | Buy |
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|
2023
Q4 | $4.05M | Buy |
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|
2023
Q3 | $3.42M | Buy |
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|
2023
Q2 | $3.08M | Buy |
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|
2023
Q1 | $3.11M | Buy |
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|
2022
Q4 | $2.82M | Buy |
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|
2022
Q3 | $2.44M | Buy |
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|
2022
Q2 | $2.44M | Buy |
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|
2022
Q1 | $2.61M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.41M | Sell |
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|
2021
Q1 | $2.4M | Buy |
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|
2020
Q4 | $1.89M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $1.55M | Buy |
|