Congress Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
25,016
+4,024
| +19% | +$719K | 0.04% | 410 |
|
|
2025
Q1 | $3.37M | Buy |
20,992
+5,614
| +37% | +$900K | 0.04% | 388 |
|
|
2024
Q4 | $2.68M | Buy |
15,378
+385
| +3% | +$67K | 0.04% | 368 |
|
|
2024
Q3 | $3.39M | Buy |
14,993
+468
| +3% | +$106K | 0.05% | 349 |
|
|
2024
Q2 | $3.25M | Buy |
14,525
+1,524
| +12% | +$341K | 0.05% | 295 |
|
|
2024
Q1 | $3.33M | Buy |
13,001
+649
| +5% | +$166K | 0.06% | 265 |
|
|
2023
Q4 | $2.81M | Buy |
12,352
+362
| +3% | +$82.3K | 0.05% | 281 |
|
|
2023
Q3 | $2.42M | Buy |
11,990
+1,210
| +11% | +$244K | 0.05% | 280 |
|
|
2023
Q2 | $1.98M | Buy |
10,780
+513
| +5% | +$94.1K | 0.05% | 262 |
|
|
2023
Q1 | $2M | Buy |
10,267
+1,062
| +12% | +$207K | 0.05% | 265 |
|
|
2022
Q4 | $1.64M | Buy |
9,205
+1,104
| +14% | +$197K | 0.04% | 284 |
|
|
2022
Q3 | $1.26M | Buy |
8,101
+1,244
| +18% | +$194K | 0.03% | 312 |
|
|
2022
Q2 | $1.08M | Buy |
6,857
+491
| +8% | +$77.3K | 0.03% | 324 |
|
|
2022
Q1 | $1.14M | Buy |
6,366
+625
| +11% | +$112K | 0.02% | 335 |
|
|
2021
Q4 | $1.18M | Buy |
+5,741
| New | +$1.18M | 0.02% | 351 |
|