Corient Private Wealth’s CDW CDW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.18M Sell
2025
Q1
$7.83M Sell
2024
Q4
$17.5M Sell
2024
Q3
$28M Buy
2024
Q2
$27M Buy
2024
Q1
$30.1M Buy
2023
Q4
$23.3M Buy
2023
Q3
$17M Buy
2023
Q2
$14.2M Buy
2023
Q1
$7.63M Buy
2022
Q4
$6.52M Buy