MSWM
Mader & Shannon Wealth Management’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.83M | Buy |
43,857
+207
| +0.5% | +$37K | 4.27% | 6 |
|
|
2025
Q1 | $7M | Buy |
43,650
+11,676
| +37% | +$1.87M | 3.99% | 9 |
|
|
2024
Q4 | $5.56M | Sell |
31,974
-495
| -2% | -$86.2K | 3.44% | 11 |
|
|
2024
Q3 | $7.35M | Sell |
32,469
-1,808
| -5% | -$409K | 4.27% | 10 |
|
|
2024
Q2 | $7.67M | Sell |
34,277
-1,886
| -5% | -$422K | 4.61% | 8 |
|
|
2024
Q1 | $9.25M | Sell |
36,163
-8,487
| -19% | -$2.17M | 5.19% | 5 |
|
|
2023
Q4 | $10.1M | Buy |
44,650
+75
| +0.2% | +$17K | 5.77% | 5 |
|
|
2023
Q3 | $8.99M | Buy |
44,575
+759
| +2% | +$153K | 5.91% | 5 |
|
|
2023
Q2 | $8.04M | Buy |
43,816
+1,746
| +4% | +$320K | 4.96% | 8 |
|
|
2023
Q1 | $8.2M | Sell |
42,070
-5,574
| -12% | -$1.09M | 5.41% | 8 |
|
|
2022
Q4 | $8.51M | Buy |
47,644
+11,836
| +33% | +$2.11M | 5.63% | 7 |
|
|
2022
Q3 | $5.59M | Sell |
35,808
-9,042
| -20% | -$1.41M | 6.09% | 7 |
|
|
2022
Q2 | $7.07M | Sell |
44,850
-664
| -1% | -$105K | 4.22% | 7 |
|
|
2022
Q1 | $8.14M | Buy |
45,514
+438
| +1% | +$78.4K | 4.42% | 6 |
|
|
2021
Q4 | $9.23M | Buy |
45,076
+592
| +1% | +$121K | 5.11% | 5 |
|
|
2021
Q3 | $8.1M | Sell |
44,484
-18
| -0% | -$3.28K | 5.17% | 5 |
|
|
2021
Q2 | $7.77M | Buy |
44,502
+324
| +0.7% | +$56.6K | 4% | 6 |
|
|
2021
Q1 | $7.32M | Sell |
44,178
-829
| -2% | -$137K | 4.28% | 6 |
|
|
2020
Q4 | $5.93M | Buy |
45,007
+31,287
| +228% | +$4.12M | 3.93% | 6 |
|
|
2020
Q3 | $1.64M | Buy |
13,720
+326
| +2% | +$38.9K | 1.28% | 17 |
|
|
2020
Q2 | $1.56M | Buy |
13,394
+7,367
| +122% | +$856K | 1.27% | 16 |
|
|
2020
Q1 | $562K | Buy |
+6,027
| New | +$562K | 0.5% | 17 |
|