GeoWealth Management’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 | $33.9K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $20.4K | Sell |
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|
2024
Q3 | $120K | Sell |
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|
2024
Q2 | $124K | Buy |
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|
2024
Q1 | $104K | Buy |
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|
2023
Q4 | $83K | Sell |
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|
2023
Q3 | $111K | Buy |
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|
2023
Q2 | $73K | Buy |
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|
2023
Q1 | $76K | Sell |
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|
2022
Q4 | $76K | Sell |
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|
2022
Q3 | $67K | Buy |
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|
2022
Q2 | $27K | Buy |
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|
2022
Q1 | $28K | Buy |
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|
2021
Q4 | $29K | Sell |
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|
2021
Q3 | $26K | Sell |
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|
2021
Q2 | $80K | Buy |
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