Montag & Associates’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Sell |
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|
2025
Q1 | $3.64M | Sell |
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|
2024
Q4 | $4.66M | Sell |
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|
2024
Q3 | $6.33M | Sell |
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|
2024
Q2 | $6.33M | Buy |
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|
2024
Q1 | $6.95M | Sell |
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|
2023
Q4 | $6.66M | Sell |
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|
2023
Q3 | $6.25M | Buy |
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|
2023
Q2 | $5.66M | Buy |
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|
2023
Q1 | $5.83M | Sell |
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|
2022
Q4 | $5.35M | Sell |
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|
2022
Q3 | $4.83M | Sell |
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|
2022
Q2 | $4.92M | Sell |
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|
2022
Q1 | $6.28M | Sell |
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|
2021
Q4 | $7.35M | Sell |
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|
2021
Q3 | $7.57M | Sell |
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|
2021
Q2 | $8.47M | Sell |
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|
2021
Q1 | $9.09M | Buy |
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|
2020
Q4 | $4.93M | Buy |
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|
2020
Q3 | $3.93M | Buy |
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|
2020
Q2 | $3.57M | Buy |
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|
2020
Q1 | $2.65M | Buy |
|