Guardian Wealth Advisors (North Carolina)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | – | Sell |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Buy |
|
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|
2024
Q3 | $283K | Sell |
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|
2024
Q2 | $283K | Hold |
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|
2024
Q1 | $323K | Sell |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $365K | Sell |
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|
2023
Q2 | $339K | Buy |
|
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|
2023
Q1 | $357K | Sell |
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|
2022
Q4 | $365K | Hold |
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|
2022
Q3 | $319K | Buy |
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|
2022
Q2 | $292K | Sell |
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|
2022
Q1 | $590K | Buy |
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|
2021
Q4 | $292K | Buy |
|