JFS Wealth Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $53.7K | Sell |
382
-74
| -16% | -$9.29K | ﹤0.01% | 537 |
|
|
2026
Q1 | $55.1K | Sell |
456
-34
| -7% | -$4.3K | ﹤0.01% | 502 |
|
|
2025
Q4 | $66.7K | Buy |
490
+28
| +6% | +$4.13K | ﹤0.01% | 467 |
|
|
2025
Q3 | $73.5K | Sell |
462
-3
| -0.6% | -$510 | ﹤0.01% | 446 |
|
|
2025
Q2 | $83.1K | Sell |
465
-11
| -2% | -$1.87K | 0.01% | 396 |
|
|
2025
Q1 | $76.3K | Sell |
476
-8
| -2% | -$1.45K | 0.01% | 404 |
|
|
2024
Q4 | $84.2K | Sell |
484
-61
| -11% | -$11.8K | 0.01% | 384 |
|
|
2024
Q3 | $123K | Buy |
545
+3
| +0.6% | +$666 | 0.01% | 339 |
|
|
2024
Q2 | $121K | Buy |
542
+1
| +0.2% | +$232 | 0.01% | 285 |
|
|
2024
Q1 | $138K | Hold |
541
| – | – | 0.01% | 279 |
|
|
2023
Q4 | $123K | Buy |
541
+6
| +1% | +$1.27K | 0.01% | 273 |
|
|
2023
Q3 | $108K | Buy |
535
+118
| +28% | +$23.5K | 0.01% | 270 |
|
|
2023
Q2 | $76.4K | Buy |
417
+1
| +0.2% | +$175 | 0.01% | 314 |
|
|
2023
Q1 | $81.1K | Sell |
416
-1
| -0.2% | -$196 | 0.01% | 305 |
|
|
2022
Q4 | $74.5K | Hold |
417
| – | – | 0.01% | 320 |
|
|
2022
Q3 | $65K | Sell |
417
-16
| -4% | -$2.74K | 0.01% | 336 |
|
|
2022
Q2 | $68K | Buy |
433
+31
| +8% | +$5.21K | 0.01% | 343 |
|
|
2022
Q1 | $72K | Buy |
402
+33
| +9% | +$6.04K | 0.01% | 349 |
|
|
2021
Q4 | $76K | Buy |
+369
| New | +$70.2K | 0.01% | 353 |
|
|
2018
Q2 | – | Sell |
-85
| Closed | -$6K | – | 473 |
|
|
2018
Q1 | $6K | Hold |
85
| – | – | ﹤0.01% | 400 |
|
|
2017
Q4 | $6K | Buy |
+85
| New | +$5.85K | ﹤0.01% | 408 |
|
|
2016
Q4 | – | Sell |
-1,346
| Closed | -$62K | – | 444 |
|
|
2016
Q3 | $62K | Sell |
1,346
-90
| -6% | -$3.95K | 0.02% | 219 |
|
|
2016
Q2 | $58K | Sell |
1,436
-750
| -34% | -$31.1K | 0.02% | 241 |
|
|
2016
Q1 | $91K | Sell |
2,186
-143
| -6% | -$5.57K | 0.03% | 182 |
|
|
2015
Q4 | $98K | Hold |
2,329
| – | – | 0.03% | 177 |
|
|
2015
Q3 | $95K | Buy |
2,329
+1
| +0% | +$38 | 0.04% | 157 |
|
|
2015
Q2 | $80K | Hold |
2,328
| – | – | 0.04% | 142 |
|
|
2015
Q1 | $87K | Buy |
2,328
+90
| +4% | +$3.28K | 0.04% | 135 |
|
|
2014
Q4 | $79K | Hold |
2,238
| – | – | 0.01% | 142 |
|
|
2014
Q3 | $69K | Buy |
2,238
+1
| +0% | +$32 | 0.01% | 152 |
|
|
2014
Q2 | $71K | Buy |
+2,237
| New | +$65.6K | 0.01% | 150 |
|
Other funds holding CDW
JFS Wealth Advisors's CDW Position: Q2 2026 in Review
JFS Wealth Advisors reduced its CDW (CDW) stake by 16% in Q2 2026, selling an estimated $9.29K and leaving 382 shares worth $53.7K. The position accounts for ﹤0.01% of the portfolio, ranked #537.
JFS Wealth Advisors first reported a position in CDW in Q2 2014 and has held it in 31 quarters since. The position peaked at $138K in Q1 2024. 751 funds tracked by Wall St. Rank hold CDW as of Q2 2026.
- JFS Wealth Advisors held 382 shares of CDW worth $53.7K as of Q2 2026.
- JFS Wealth Advisors sold 74 CDW shares in Q2 2026, an estimated $9.29K.
- CDW made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #537 holding.
- JFS Wealth Advisors first reported a position in CDW in Q2 2014 and has held it in 31 quarters since.
- JFS Wealth Advisors's CDW position peaked at $138K in Q1 2024.
- 751 funds tracked by Wall St. Rank held CDW as of Q2 2026.
Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.