Heritage Trust’s CDW CDW Stock Holding History

Heritage Trust’s Portfolio CDW Stock Details CDW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$253K	Sell
2025 Q1	$237K	Hold
2024 Q4	$257K	Buy
2024 Q2	$372K	Hold
2024 Q1	$425K	Hold
2023 Q4	$378K	Hold
2023 Q3	$336K	Hold
2023 Q2	$305K	Buy