Hantz Financial Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $34K | Buy |
283
+75
| +36% | +$9.48K | ﹤0.01% | 1686 |
|
|
2025
Q4 | $28K | Buy |
208
+54
| +35% | +$7.96K | ﹤0.01% | 1645 |
|
|
2025
Q3 | $25K | Buy |
154
+67
| +77% | +$11.4K | ﹤0.01% | 1482 |
|
|
2025
Q2 | $16K | Buy |
87
+82
| +1,640% | +$13.9K | ﹤0.01% | 1343 |
|
|
2025
Q1 | $1K | Buy |
5
+2
| +67% | +$363 | ﹤0.01% | 1482 |
|
|
2024
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 1021 |
|
|
2024
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 1003 |
|
|
2024
Q2 | $1K | Sell |
3
-11
| -79% | -$2.55K | ﹤0.01% | 988 |
|
|
2024
Q1 | $4K | Sell |
14
-4
| -22% | -$950 | ﹤0.01% | 962 |
|
|
2023
Q4 | $4K | Sell |
18
-1,630
| -99% | -$345K | ﹤0.01% | 928 |
|
|
2023
Q3 | $333K | Sell |
1,648
-182
| -10% | -$36.3K | 0.01% | 508 |
|
|
2023
Q2 | $336K | Sell |
1,830
-79
| -4% | -$13.8K | 0.01% | 503 |
|
|
2023
Q1 | $372K | Buy |
1,909
+159
| +9% | +$31.2K | 0.01% | 490 |
|
|
2022
Q4 | $313K | Buy |
1,750
+85
| +5% | +$14.9K | 0.01% | 500 |
|
|
2022
Q3 | $260K | Buy |
1,665
+105
| +7% | +$18K | 0.01% | 492 |
|
|
2022
Q2 | $246K | Buy |
1,560
+149
| +11% | +$25K | 0.01% | 497 |
|
|
2022
Q1 | $252K | Buy |
1,411
+275
| +24% | +$50.3K | 0.01% | 506 |
|
|
2021
Q4 | $233K | Buy |
1,136
+158
| +16% | +$30K | 0.01% | 497 |
|
|
2021
Q3 | $178K | Buy |
978
+106
| +12% | +$20K | 0.01% | 501 |
|
|
2021
Q2 | $152K | Sell |
872
-62
| -7% | -$10.7K | 0.01% | 484 |
|
|
2021
Q1 | $155K | Buy |
934
+42
| +5% | +$6.27K | 0.01% | 456 |
|
|
2020
Q4 | $118K | Sell |
892
-66
| -7% | -$8.64K | 0.01% | 450 |
|
|
2020
Q3 | $115K | Sell |
958
-20
| -2% | -$2.29K | 0.01% | 419 |
|
|
2020
Q2 | $114K | Buy |
978
+27
| +3% | +$2.92K | 0.01% | 402 |
|
|
2020
Q1 | $89K | Buy |
+951
| New | +$116K | 0.01% | 399 |
|
Other funds holding CDW
VCM
VPM