Douglass Winthrop Advisors’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 | $588K | Hold |
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|
2025
Q1 | $528K | Sell |
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|
2024
Q4 | $595K | Hold |
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|
2024
Q3 | $773K | Hold |
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|
2024
Q2 | $765K | Sell |
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|
2024
Q1 | $887K | Buy |
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|
2023
Q4 | $716K | Hold |
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|
2023
Q3 | $636K | Sell |
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|
2023
Q2 | $634K | Sell |
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|
2023
Q1 | $742K | Hold |
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|
2022
Q4 | $680K | Sell |
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|
2022
Q3 | $610K | Hold |
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|
2022
Q2 | $615K | Hold |
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|
2022
Q1 | $699K | Hold |
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|
2021
Q4 | $800K | Hold |
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|
2021
Q3 | $711K | Hold |
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|
2021
Q2 | $682K | Sell |
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|
2021
Q1 | $705K | Hold |
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|
2020
Q4 | $561K | Sell |
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|
2020
Q3 | $545K | Sell |
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|
2020
Q2 | $544K | Sell |
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|
2020
Q1 | $497K | Hold |
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|
2019
Q4 | $762K | Buy |
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|
2019
Q3 | $253K | Buy |
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