Jones Financial Companies’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Buy |
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|
2025
Q1 | $215K | Buy |
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|
2024
Q4 | $205K | Sell |
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|
2024
Q3 | $315K | Buy |
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|
2024
Q2 | $195K | Buy |
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|
2024
Q1 | $87.7K | Sell |
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|
2023
Q4 | $78.2K | Buy |
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|
2023
Q3 | $68.4K | Buy |
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|
2023
Q2 | $60.4K | Sell |
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|
2023
Q1 | $81.5K | Hold |
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|
2022
Q4 | $75K | Buy |
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|
2022
Q3 | $16K | Sell |
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|
2022
Q2 | $17K | Sell |
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|
2022
Q1 | $21K | Sell |
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|
2021
Q4 | $27K | Buy |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Sell |
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|
2021
Q1 | $22K | Sell |
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|
2020
Q4 | $18K | Buy |
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