Global Retirement Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $63.7K | Buy |
468
+168
| +56% | +$24.8K | ﹤0.01% | 2208 |
|
|
2025
Q3 | $47.8K | Sell |
300
-36
| -11% | -$6.12K | ﹤0.01% | 1915 |
|
|
2025
Q2 | $60K | Buy |
+336
| New | +$57.1K | ﹤0.01% | 1674 |
|
|
2024
Q4 | $92.4K | Buy |
531
+75
| +16% | +$14.6K | ﹤0.01% | 1314 |
|
|
2024
Q3 | $103K | Buy |
456
+28
| +7% | +$6.22K | ﹤0.01% | 1228 |
|
|
2024
Q2 | $95.8K | Sell |
428
-283
| -40% | -$65.6K | ﹤0.01% | 1224 |
|
|
2024
Q1 | $182K | Buy |
711
+71
| +11% | +$16.9K | 0.01% | 828 |
|
|
2023
Q4 | $141K | Buy |
640
+31
| +5% | +$6.57K | 0.01% | 889 |
|
|
2023
Q3 | $125K | Buy |
609
+9
| +2% | +$1.79K | 0.01% | 844 |
|
|
2023
Q2 | $110K | Buy |
600
+14
| +2% | +$2.45K | 0.01% | 908 |
|
|
2023
Q1 | $96.7K | Buy |
586
+322
| +122% | +$63.2K | 0.01% | 935 |
|
|
2022
Q4 | $47.2K | Sell |
264
-3
| -1% | -$527 | ﹤0.01% | 1113 |
|
|
2022
Q3 | $46K | Buy |
267
+11
| +4% | +$1.89K | ﹤0.01% | 1052 |
|
|
2022
Q2 | $40K | Buy |
256
+17
| +7% | +$2.86K | ﹤0.01% | 1066 |
|
|
2022
Q1 | $38K | Buy |
+239
| New | +$43.7K | ﹤0.01% | 1102 |
|
|
2021
Q4 | – | Sell |
-76
| Closed | -$14K | – | 470 |
|
|
2021
Q3 | $14K | Buy |
76
+46
| +153% | +$8.69K | ﹤0.01% | 1309 |
|
|
2021
Q2 | $5K | Buy |
+30
| New | +$5.17K | ﹤0.01% | 1554 |
|
|
2020
Q4 | – | Sell |
-48
| Closed | -$6K | – | 1737 |
|
|
2020
Q3 | $6K | Buy |
48
+18
| +60% | +$2.06K | ﹤0.01% | 1268 |
|
|
2020
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 1378 |
|
|
2020
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 1318 |
|
|
2019
Q4 | $4K | Hold |
30
| – | – | ﹤0.01% | 1363 |
|
|
2019
Q3 | $4K | Buy |
30
+13
| +76% | +$1.49K | ﹤0.01% | 1330 |
|
|
2019
Q2 | $2K | Buy |
+17
| New | +$1.78K | ﹤0.01% | 1425 |
|
|
2017
Q1 | – | Sell |
-42
| Closed | -$2K | – | 1097 |
|
|
2016
Q4 | $2K | Buy |
+42
| New | +$2.05K | ﹤0.01% | 948 |
|
Other funds holding CDW
LP
