Laird Norton Wetherby Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $661K | Sell |
4,149
-237
| -5% | -$40.3K | 0.03% | 482 |
|
|
2025
Q2 | $783K | Buy |
+4,386
| New | +$745K | 0.03% | 431 |
|
|
2024
Q4 | $785K | Sell |
4,511
-259
| -5% | -$50.3K | 0.04% | 397 |
|
|
2024
Q3 | $1.08M | Sell |
4,770
-114
| -2% | -$25.3K | 0.05% | 334 |
|
|
2024
Q2 | $1.09M | Sell |
4,884
-116
| -2% | -$26.9K | 0.05% | 328 |
|
|
2024
Q1 | $1.28M | Sell |
5,000
-303
| -6% | -$72K | 0.06% | 305 |
|
|
2023
Q4 | $1.21M | Sell |
5,303
-474
| -8% | -$100K | 0.06% | 310 |
|
|
2023
Q3 | $1.17M | Buy |
5,777
+165
| +3% | +$32.9K | 0.07% | 303 |
|
|
2023
Q2 | $1.03M | Sell |
5,612
-445
| -7% | -$77.7K | 0.06% | 331 |
|
|
2023
Q1 | $1.18M | Buy |
6,057
+93
| +2% | +$18.3K | 0.07% | 296 |
|
|
2022
Q4 | $1.07M | Buy |
5,964
+89
| +2% | +$15.6K | 0.07% | 310 |
|
|
2022
Q3 | $917K | Sell |
5,875
-13
| -0.2% | -$2.23K | 0.06% | 313 |
|
|
2022
Q2 | $928K | Buy |
5,888
+75
| +1% | +$12.6K | 0.06% | 311 |
|
|
2022
Q1 | $1.04M | Buy |
5,813
+102
| +2% | +$18.7K | 0.06% | 301 |
|
|
2021
Q4 | $1.17M | Sell |
5,711
-116
| -2% | -$22.1K | 0.07% | 278 |
|
|
2021
Q3 | $1.06M | Sell |
5,827
-150
| -3% | -$28.3K | 0.07% | 286 |
|
|
2021
Q2 | $1.04M | Buy |
5,977
+118
| +2% | +$20.3K | 0.06% | 286 |
|
|
2021
Q1 | $971K | Sell |
5,859
-171
| -3% | -$25.5K | 0.07% | 259 |
|
|
2020
Q4 | $795K | Sell |
6,030
-34
| -0.6% | -$4.45K | 0.05% | 327 |
|
|
2020
Q3 | $724K | Sell |
6,064
-242
| -4% | -$27.7K | 0.06% | 290 |
|
|
2020
Q2 | $733K | Buy |
6,306
+1,420
| +29% | +$154K | 0.07% | 271 |
|
|
2020
Q1 | $456K | Sell |
4,886
-225
| -4% | -$27.6K | 0.05% | 345 |
|
|
2019
Q4 | $730K | Buy |
5,111
+215
| +4% | +$28.4K | 0.07% | 296 |
|
|
2019
Q3 | $603K | Buy |
4,896
+266
| +6% | +$30.5K | 0.06% | 345 |
|
|
2019
Q2 | $514K | Buy |
4,630
+265
| +6% | +$27.8K | 0.06% | 386 |
|
|
2019
Q1 | $421K | Buy |
4,365
+273
| +7% | +$24.4K | 0.05% | 408 |
|
|
2018
Q4 | $332K | Buy |
4,092
+7
| +0.2% | +$603 | 0.05% | 431 |
|
|
2018
Q3 | $363K | Buy |
4,085
+155
| +4% | +$13.4K | 0.04% | 449 |
|
|
2018
Q2 | $318K | Buy |
3,930
+188
| +5% | +$14.6K | 0.04% | 459 |
|
|
2018
Q1 | $263K | Sell |
3,742
-151
| -4% | -$11K | 0.04% | 512 |
|
|
2017
Q4 | $271K | Buy |
+3,893
| New | +$268K | 0.04% | 494 |
|
Other funds holding CDW
LP