EP Wealth 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 | $804K | Sell |
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|
2025
Q1 | $939K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.26M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.35M | Buy |
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|
2023
Q4 | $958K | Buy |
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|
2023
Q3 | $476K | Buy |
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|
2023
Q2 | $438K | Buy |
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|
2023
Q1 | $436K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $368K | Buy |
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|
2022
Q1 | $417K | Buy |
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|
2021
Q4 | $453K | Buy |
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|
2021
Q3 | $394K | Buy |
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|
2021
Q2 | $377K | Buy |
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|
2021
Q1 | $357K | Sell |
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|
2020
Q4 | $336K | Buy |
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|
2020
Q3 | $273K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $220K | Buy |
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|
2019
Q4 | $317K | Buy |
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|
2019
Q3 | $267K | Hold |
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|
2019
Q2 | $240K | Buy |
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|
2019
Q1 | $208K | Buy |
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