Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-59
Closed -$10.5K 2708
2025
Q2
$10.5K Sell
59
-370
-86% -$62.8K ﹤0.01% 991
2025
Q1
$68.8K Buy
429
+199
+87% +$36.2K ﹤0.01% 477
2024
Q4
$40K Buy
230
+119
+107% +$23.1K ﹤0.01% 620
2024
Q3
$25.1K Sell
111
-347
-76% -$77K ﹤0.01% 637
2024
Q2
$103K Sell
458
-57
-11% -$13.2K ﹤0.01% 517
2024
Q1
$132K Buy
+515
New +$122K ﹤0.01% 496
2022
Q1
Sell
-43
Closed -$8K 558
2021
Q4
$8K Hold
43
﹤0.01% 725
2021
Q3
$8K Sell
43
-2
-4% -$378 ﹤0.01% 590
2021
Q2
$8K Buy
+45
New +$7.75K ﹤0.01% 461

Other funds holding CDW