Dogwood Wealth Management’s CDW CDW Stock Holding History

Dogwood Wealth Management’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Hold	0	–	–	–	875
2025 Q4	–	Sell	-7	Closed	-$1.03K	–	753
2025 Q3	$1.11K	Sell	7 -17	-71%	-$2.89K	﹤0.01%	593
2025 Q2	$4.34K	Buy	24 +22	+1,100%	+$3.74K	﹤0.01%	480
2025 Q1	$321	Sell	2 -3,011	-100%	-$547K	﹤0.01%	489
2024 Q4	$524K	Buy	3,013 +819	+37%	+$159K	0.28%	77
2024 Q3	$497K	Buy	2,194 +1,301	+146%	+$289K	0.29%	70
2024 Q2	$200K	Buy	893 +464	+108%	+$108K	0.12%	77
2024 Q1	$110K	Buy	429 +76	+22%	+$18.1K	0.07%	97
2023 Q4	$80.2K	Buy	+353	New	+$74.8K	0.06%	107

Other funds holding CDW

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return