NewEdge Wealth’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 | – | Sell |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $867K | Sell |
|
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|
2024
Q2 | $858K | Sell |
|
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|
2024
Q1 | $892K | Sell |
|
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|
2023
Q4 | $974K | Buy |
|
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|
2023
Q3 | $430K | Buy |
|
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|
2023
Q2 | $383K | Sell |
|
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|
2023
Q1 | $570K | Buy |
|
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|
2022
Q4 | $450K | Buy |
|
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|
2022
Q3 | $375K | Sell |
|
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|
2022
Q2 | $853K | Sell |
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|
2022
Q1 | $2.05M | Buy |
|
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|
2021
Q4 | $2.06M | Buy |
|
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|
2021
Q3 | $1.7M | Buy |
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|
2021
Q2 | $1.46M | Buy |
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|
2021
Q1 | $1.32M | Buy |
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