Diversified Trust’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $656K | Sell |
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|
2025
Q1 | $660K | Sell |
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|
2024
Q4 | $1.53M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $263K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.57M | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2021
Q2 | $1.24M | Sell |
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|
2021
Q1 | $1.47M | Buy |
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|
2020
Q4 | $908K | Sell |
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|
2020
Q3 | $1M | Buy |
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|
2020
Q2 | $950K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $933K | Hold |
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|
2016
Q1 | $966K | Hold |
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|
2015
Q4 | $979K | Sell |
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|
2015
Q3 | $1.23M | Buy |
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|
2015
Q2 | $860K | Hold |
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|
2015
Q1 | $934K | Buy |
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|
2014
Q4 | $355K | Buy |
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