Larson Financial Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.2K | Sell |
326
-239
| -42% | -$42.7K | ﹤0.01% | 1016 |
|
|
2025
Q1 | $90.5K | Buy |
+565
| New | +$90.5K | ﹤0.01% | 817 |
|
|
2024
Q4 | – | Sell |
-148
| Closed | -$33.5K | – | 2778 |
|
|
2024
Q3 | $33.5K | Sell |
148
-3
| -2% | -$679 | ﹤0.01% | 1021 |
|
|
2024
Q2 | $33.8K | Buy |
151
+10
| +7% | +$2.24K | ﹤0.01% | 900 |
|
|
2024
Q1 | $36.1K | Buy |
141
+8
| +6% | +$2.05K | ﹤0.01% | 767 |
|
|
2023
Q4 | $30.2K | Buy |
+133
| New | +$30.2K | ﹤0.01% | 751 |
|