Kovitz Investment Group Partners’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.32M | Buy |
46,577
+1,241
| +3% | +$222K | 0.04% | 346 |
|
|
2025
Q1 | $7.27M | Buy |
45,336
+1,120
| +3% | +$179K | 0.04% | 332 |
|
|
2024
Q4 | $7.7M | Sell |
44,216
-6,821
| -13% | -$1.19M | 0.04% | 322 |
|
|
2024
Q3 | $11.1M | Buy |
51,037
+7,960
| +18% | +$1.74M | 0.08% | 211 |
|
|
2024
Q2 | $9.64M | Buy |
43,077
+1,281
| +3% | +$287K | 0.08% | 185 |
|
|
2024
Q1 | $10.7M | Buy |
+41,796
| New | +$10.7M | 0.14% | 105 |
|