Northwestern Mutual Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $277K | Sell |
2,288
-1,056
| -32% | -$133K | ﹤0.01% | 1768 |
|
|
2025
Q4 | $455K | Sell |
3,344
-385
| -10% | -$56.8K | ﹤0.01% | 1573 |
|
|
2025
Q3 | $594K | Sell |
3,729
-274
| -7% | -$46.6K | ﹤0.01% | 1412 |
|
|
2025
Q2 | $715K | Buy |
4,003
+887
| +28% | +$151K | ﹤0.01% | 1266 |
|
|
2025
Q1 | $499K | Buy |
3,116
+716
| +30% | +$130K | ﹤0.01% | 1332 |
|
|
2024
Q4 | $418K | Sell |
2,400
-1,155
| -32% | -$224K | ﹤0.01% | 1396 |
|
|
2024
Q3 | $805K | Buy |
3,555
+294
| +9% | +$65.3K | ﹤0.01% | 1143 |
|
|
2024
Q2 | $730K | Buy |
3,261
+286
| +10% | +$66.3K | ﹤0.01% | 1122 |
|
|
2024
Q1 | $761K | Sell |
2,975
-271
| -8% | -$64.4K | ﹤0.01% | 1096 |
|
|
2023
Q4 | $738K | Buy |
3,246
+126
| +4% | +$26.7K | ﹤0.01% | 1076 |
|
|
2023
Q3 | $630K | Buy |
3,120
+281
| +10% | +$56K | ﹤0.01% | 1079 |
|
|
2023
Q2 | $521K | Sell |
2,839
-735
| -21% | -$128K | ﹤0.01% | 1142 |
|
|
2023
Q1 | $697K | Buy |
3,574
+1,053
| +42% | +$207K | ﹤0.01% | 1030 |
|
|
2022
Q4 | $450K | Buy |
2,521
+362
| +17% | +$63.6K | ﹤0.01% | 1131 |
|
|
2022
Q3 | $336K | Sell |
2,159
-298
| -12% | -$51.1K | ﹤0.01% | 1205 |
|
|
2022
Q2 | $388K | Buy |
2,457
+286
| +13% | +$48.1K | ﹤0.01% | 1153 |
|
|
2022
Q1 | $389K | Sell |
2,171
-33
| -1% | -$6.04K | ﹤0.01% | 1171 |
|
|
2021
Q4 | $452K | Buy |
2,204
+32
| +1% | +$6.08K | ﹤0.01% | 1124 |
|
|
2021
Q3 | $395K | Buy |
2,172
+86
| +4% | +$16.2K | ﹤0.01% | 1081 |
|
|
2021
Q2 | $364K | Sell |
2,086
-809
| -28% | -$139K | ﹤0.01% | 1095 |
|
|
2021
Q1 | $480K | Buy |
2,895
+624
| +27% | +$93.2K | ﹤0.01% | 936 |
|
|
2020
Q4 | $298K | Buy |
2,271
+1,157
| +104% | +$151K | ﹤0.01% | 1005 |
|
|
2020
Q3 | $133K | Sell |
1,114
-163
| -13% | -$18.6K | ﹤0.01% | 1166 |
|
|
2020
Q2 | $148K | Buy |
1,277
+57
| +5% | +$6.17K | ﹤0.01% | 1072 |
|
|
2020
Q1 | $114K | Sell |
1,220
-454
| -27% | -$55.6K | ﹤0.01% | 1070 |
|
|
2019
Q4 | $239K | Sell |
1,674
-1,382
| -45% | -$183K | ﹤0.01% | 884 |
|
|
2019
Q3 | $377K | Buy |
3,056
+364
| +14% | +$41.7K | ﹤0.01% | 703 |
|
|
2019
Q2 | $299K | Sell |
2,692
-63
| -2% | -$6.61K | ﹤0.01% | 767 |
|
|
2019
Q1 | $266K | Buy |
2,755
+72
| +3% | +$6.42K | ﹤0.01% | 775 |
|
|
2018
Q4 | $217K | Buy |
2,683
+192
| +8% | +$16.5K | ﹤0.01% | 771 |
|
|
2018
Q3 | $221K | Sell |
2,491
-16
| -0.6% | -$1.38K | ﹤0.01% | 778 |
|
|
2018
Q2 | $203K | Buy |
2,507
+1,616
| +181% | +$125K | ﹤0.01% | 769 |
|
|
2018
Q1 | $63K | Buy |
891
+219
| +33% | +$16K | ﹤0.01% | 1107 |
|
|
2017
Q4 | $47K | Sell |
672
-64
| -9% | -$4.4K | ﹤0.01% | 1176 |
|
|
2017
Q3 | $49K | Buy |
736
+508
| +223% | +$31.8K | ﹤0.01% | 1128 |
|
|
2017
Q2 | $14K | Buy |
228
+106
| +87% | +$6.34K | ﹤0.01% | 1498 |
|
|
2017
Q1 | $7K | Sell |
122
-289
| -70% | -$16.3K | ﹤0.01% | 1636 |
|
|
2016
Q4 | $22K | Buy |
+411
| New | +$20K | ﹤0.01% | 1320 |
|
|
2016
Q3 | – | Sell |
-313
| Closed | -$13K | – | 390 |
|
|
2016
Q2 | $13K | Sell |
313
-779
| -71% | -$32.3K | ﹤0.01% | 1281 |
|
|
2016
Q1 | $45K | Buy |
1,092
+1,065
| +3,944% | +$41.5K | ﹤0.01% | 929 |
|
|
2015
Q4 | $1K | Buy |
27
+18
| +200% | +$784 | ﹤0.01% | 1490 |
|
|
2015
Q3 | $0 | Buy |
+9
| New | +$341 | ﹤0.01% | 1681 |
|
|
2015
Q2 | – | Sell |
-100
| Closed | -$4K | – | 1413 |
|
|
2015
Q1 | $4K | Buy |
+100
| New | +$3.64K | ﹤0.01% | 1219 |
|
Other funds holding CDW
VCM
VPM
