LGWM
Litman Gregory Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.51M | Buy |
42,058
+182
| +0.4% | +$32.5K | 0.59% | 37 |
|
|
2025
Q1 | $6.71M | Buy |
41,876
+4,695
| +13% | +$752K | 0.58% | 38 |
|
|
2024
Q4 | $6.47M | Sell |
37,181
-279
| -0.7% | -$48.6K | 0.56% | 38 |
|
|
2024
Q3 | $8.48M | Sell |
37,460
-24
| -0.1% | -$5.43K | 0.71% | 35 |
|
|
2024
Q2 | $8.39M | Buy |
37,484
+67
| +0.2% | +$15K | 0.74% | 33 |
|
|
2024
Q1 | $9.57M | Sell |
37,417
-74
| -0.2% | -$18.9K | 0.87% | 30 |
|
|
2023
Q4 | $8.52M | Sell |
37,491
-1,141
| -3% | -$259K | 0.81% | 30 |
|
|
2023
Q3 | $7.79M | Buy |
+38,632
| New | +$7.79M | 0.8% | 28 |
|