Focus Partners Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.79M | Sell |
9,996
-1,917
| -16% | -$342K | ﹤0.01% | 931 |
|
|
2025
Q1 | $1.91M | Sell |
11,913
-136,806
| -92% | -$21.9M | ﹤0.01% | 851 |
|
|
2024
Q4 | $25.9M | Sell |
148,719
-3,123
| -2% | -$544K | 0.07% | 268 |
|
|
2024
Q3 | $34.4M | Buy |
151,842
+1,130
| +0.7% | +$256K | 0.11% | 189 |
|
|
2024
Q2 | $33.7M | Buy |
150,712
+5,630
| +4% | +$1.26M | 0.11% | 178 |
|
|
2024
Q1 | $37.1M | Buy |
145,082
+8,548
| +6% | +$2.19M | 0.3% | 80 |
|
|
2023
Q4 | $31M | Buy |
+136,534
| New | +$31M | 0.41% | 60 |
|