Moran Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
1,366
-29,823
| -96% | -$5.33M | 0.01% | 457 |
|
|
2025
Q1 | $5M | Buy |
31,189
+3,920
| +14% | +$628K | 0.17% | 175 |
|
|
2024
Q4 | $4.75M | Sell |
27,269
-1,073
| -4% | -$187K | 0.15% | 175 |
|
|
2024
Q3 | $6.41M | Sell |
28,342
-48,801
| -63% | -$11M | 0.2% | 144 |
|
|
2024
Q2 | $17.3M | Buy |
77,143
+1,196
| +2% | +$268K | 0.57% | 53 |
|
|
2024
Q1 | $19.4M | Sell |
75,947
-642
| -0.8% | -$164K | 0.63% | 46 |
|
|
2023
Q4 | $17.4M | Buy |
76,589
+11,755
| +18% | +$2.67M | 0.62% | 46 |
|
|
2023
Q3 | $13.1M | Buy |
+64,834
| New | +$13.1M | 0.51% | 72 |
|