GeoWealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.9K | Buy |
+190
| New | +$33.9K | ﹤0.01% | 1001 |
|
|
2025
Q1 | – | Sell |
-117
| Closed | -$20.4K | – | 1178 |
|
|
2024
Q4 | $20.4K | Sell |
117
-412
| -78% | -$71.8K | ﹤0.01% | 1374 |
|
|
2024
Q3 | $120K | Sell |
529
-27
| -5% | -$6.11K | ﹤0.01% | 856 |
|
|
2024
Q2 | $124K | Buy |
556
+150
| +37% | +$33.6K | 0.01% | 757 |
|
|
2024
Q1 | $104K | Buy |
406
+43
| +12% | +$11K | ﹤0.01% | 770 |
|
|
2023
Q4 | $83K | Sell |
363
-188
| -34% | -$43K | 0.01% | 598 |
|
|
2023
Q3 | $111K | Buy |
551
+154
| +39% | +$31K | 0.01% | 327 |
|
|
2023
Q2 | $73K | Buy |
397
+5
| +1% | +$919 | 0.01% | 306 |
|
|
2023
Q1 | $76K | Sell |
392
-36
| -8% | -$6.98K | 0.01% | 265 |
|
|
2022
Q4 | $76K | Sell |
428
-4
| -0.9% | -$710 | 0.01% | 284 |
|
|
2022
Q3 | $67K | Buy |
432
+260
| +151% | +$40.3K | 0.01% | 284 |
|
|
2022
Q2 | $27K | Buy |
172
+16
| +10% | +$2.51K | ﹤0.01% | 287 |
|
|
2022
Q1 | $28K | Buy |
156
+11
| +8% | +$1.97K | ﹤0.01% | 348 |
|
|
2021
Q4 | $29K | Sell |
145
-2
| -1% | -$400 | ﹤0.01% | 336 |
|
|
2021
Q3 | $26K | Sell |
147
-312
| -68% | -$55.2K | ﹤0.01% | 348 |
|
|
2021
Q2 | $80K | Buy |
+459
| New | +$80K | 0.01% | 217 |
|