Loring Wolcott & Coolidge Fiduciary Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$155 | – | 534 |
|
|
2025
Q1 | $155 | Hold |
1
| – | – | ﹤0.01% | 556 |
|
|
2024
Q4 | $194 | Hold |
1
| – | – | ﹤0.01% | 556 |
|
|
2024
Q3 | $219 | Sell |
1
-25
| -96% | -$5.48K | ﹤0.01% | 567 |
|
|
2024
Q2 | $6.24K | Sell |
26
-4
| -13% | -$959 | ﹤0.01% | 513 |
|
|
2024
Q1 | $7.13K | Buy |
+30
| New | +$7.13K | ﹤0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-506
| Closed | -$104K | – | 648 |
|
|
2021
Q4 | $104K | Sell |
506
-37
| -7% | -$7.61K | ﹤0.01% | 381 |
|
|
2021
Q3 | $99K | Hold |
543
| – | – | ﹤0.01% | 385 |
|
|
2021
Q2 | $95K | Buy |
+543
| New | +$95K | ﹤0.01% | 405 |
|