HB Wealth 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 | $993K | Sell |
5,560
-2,946
| -35% | -$526K | 0.01% | 520 |
|
|
2025
Q1 | $1.36M | Buy |
8,506
+5,516
| +184% | +$884K | 0.01% | 460 |
|
|
2024
Q4 | $520K | Sell |
2,990
-400
| -12% | -$69.6K | 0.01% | 604 |
|
|
2024
Q3 | $767K | Buy |
3,390
+736
| +28% | +$167K | 0.01% | 445 |
|
|
2024
Q2 | $594K | Buy |
2,654
+1,111
| +72% | +$249K | 0.01% | 489 |
|
|
2024
Q1 | $395K | Buy |
1,543
+75
| +5% | +$19.2K | 0.01% | 562 |
|
|
2023
Q4 | $334K | Sell |
1,468
-315
| -18% | -$71.6K | ﹤0.01% | 570 |
|
|
2023
Q3 | $360K | Buy |
1,783
+439
| +33% | +$88.6K | 0.01% | 518 |
|
|
2023
Q2 | $247K | Sell |
1,344
-101
| -7% | -$18.5K | ﹤0.01% | 603 |
|
|
2023
Q1 | $282K | Buy |
1,445
+111
| +8% | +$21.6K | ﹤0.01% | 552 |
|
|
2022
Q4 | $238K | Buy |
+1,334
| New | +$238K | ﹤0.01% | 590 |
|
|
2022
Q1 | – | Sell |
-1,214
| Closed | -$249K | – | 591 |
|
|
2021
Q4 | $249K | Buy |
+1,214
| New | +$249K | 0.01% | 431 |
|