Dougherty Wealth Advisers’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 | $62.8K | Hold |
|
|||||
|
2025
Q2 | $70.4K | Hold |
|
|||||
|
2025
Q1 | $63.1K | Hold |
|
|||||
|
2024
Q4 | $68.6K | Hold |
|
|||||
|
2024
Q3 | $89.2K | Sell |
|
|||||
|
2024
Q2 | $91.8K | Hold |
|
|||||
|
2024
Q1 | $105K | Hold |
|
|||||
|
2023
Q4 | $93.2K | Hold |
|
|||||
|
2023
Q3 | $82.7K | Hold |
|
|||||
|
2023
Q2 | $75.2K | Hold |
|
|||||
|
2023
Q1 | $79.9K | Hold |
|
|||||
|
2022
Q4 | $73.2K | Hold |
|
|||||
|
2022
Q3 | $64K | Hold |
|
|||||
|
2022
Q2 | $65K | Hold |
|
|||||
|
2022
Q1 | $73K | Hold |
|
|||||
|
2021
Q4 | $84K | Hold |
|
|||||
|
2021
Q3 | $75K | Hold |
|
|||||
|
2021
Q2 | $72K | Hold |
|
|||||
|
2021
Q1 | $68K | Hold |
|
|||||
|
2020
Q4 | $54K | Hold |
|
|||||
|
2020
Q3 | $49K | Sell |
|
|||||
|
2020
Q2 | $88K | Hold |
|
|||||
|
2020
Q1 | $71K | Hold |
|
|||||
|
2019
Q4 | $108K | Hold |
|
|||||
|
2019
Q3 | $93K | Hold |
|
|||||
|
2019
Q2 | $84K | Hold |
|
|||||
|
2019
Q1 | $73K | Hold |
|
|||||
|
2018
Q4 | $69K | Buy |
|