Merit 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 | $789K | Buy |
4,421
+791
| +22% | +$141K | 0.01% | 896 |
|
|
2025
Q1 | $582K | Sell |
3,630
-463
| -11% | -$74.2K | 0.01% | 867 |
|
|
2024
Q4 | $712K | Buy |
4,093
+1,075
| +36% | +$187K | 0.01% | 603 |
|
|
2024
Q3 | $683K | Sell |
3,018
-695
| -19% | -$157K | 0.02% | 495 |
|
|
2024
Q2 | $831K | Sell |
3,713
-33
| -0.9% | -$7.39K | 0.02% | 461 |
|
|
2024
Q1 | $822K | Buy |
3,746
+161
| +4% | +$35.3K | 0.02% | 452 |
|
|
2023
Q4 | $815K | Sell |
3,585
-41
| -1% | -$9.32K | 0.02% | 362 |
|
|
2023
Q3 | $732K | Buy |
3,626
+17
| +0.5% | +$3.43K | 0.02% | 375 |
|
|
2023
Q2 | $662K | Buy |
3,609
+143
| +4% | +$26.2K | 0.02% | 405 |
|
|
2023
Q1 | $675K | Buy |
3,466
+4
| +0.1% | +$779 | 0.02% | 339 |
|
|
2022
Q4 | $618K | Buy |
3,462
+150
| +5% | +$26.8K | 0.02% | 381 |
|
|
2022
Q3 | $517K | Buy |
3,312
+78
| +2% | +$12.2K | 0.02% | 349 |
|
|
2022
Q2 | $510K | Sell |
3,234
-35
| -1% | -$5.52K | 0.02% | 348 |
|
|
2022
Q1 | $585K | Sell |
3,269
-924
| -22% | -$165K | 0.04% | 216 |
|
|
2021
Q4 | $859K | Buy |
4,193
+12
| +0.3% | +$2.46K | 0.08% | 112 |
|
|
2021
Q3 | $761K | Buy |
4,181
+49
| +1% | +$8.92K | 0.08% | 123 |
|
|
2021
Q2 | $722K | Buy |
4,132
+63
| +2% | +$11K | 0.07% | 126 |
|
|
2021
Q1 | $674K | Sell |
4,069
-173
| -4% | -$28.7K | 0.07% | 128 |
|
|
2020
Q4 | $559K | Hold |
4,242
| – | – | 0.05% | 128 |
|
|
2020
Q3 | $507K | Buy |
4,242
+116
| +3% | +$13.9K | 0.05% | 135 |
|
|
2020
Q2 | $479K | Buy |
4,126
+1
| +0% | +$116 | 0.05% | 131 |
|
|
2020
Q1 | $385K | Buy |
4,125
+89
| +2% | +$8.31K | 0.04% | 145 |
|
|
2019
Q4 | $577K | Sell |
4,036
-623
| -13% | -$89.1K | 0.05% | 125 |
|
|
2019
Q3 | $574K | Buy |
4,659
+172
| +4% | +$21.2K | 0.06% | 78 |
|
|
2019
Q2 | $498K | Sell |
4,487
-147
| -3% | -$16.3K | 0.06% | 64 |
|
|
2019
Q1 | $446K | Buy |
4,634
+412
| +10% | +$39.7K | 0.05% | 67 |
|
|
2018
Q4 | $342K | Buy |
4,222
+73
| +2% | +$5.91K | 0.05% | 72 |
|
|
2018
Q3 | $368K | Buy |
4,149
+64
| +2% | +$5.68K | 0.06% | 76 |
|
|
2018
Q2 | $330K | Buy |
4,085
+242
| +6% | +$19.6K | 0.06% | 84 |
|
|
2018
Q1 | $270K | Buy |
+3,843
| New | +$270K | 0.05% | 91 |
|