Medallion Wealth Advisors, LLC’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
$14.6K Hold
2025
Q4
$16.5K Hold
2025
Q3
$19.3K Hold
2025
Q2
$21.9K Sell
2025
Q1
$24.3K Hold
2024
Q4
$26.1K Buy