Pinnacle Wealth Planning Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $115K | Buy |
|
|||||
|
2024
Q4 | – | Sell |
|
|||||
|
2024
Q3 | $292K | Sell |
|
|||||
|
2024
Q2 | $339K | Sell |
|
|||||
|
2024
Q1 | $390K | Buy |
|
|||||
|
2023
Q4 | $305K | Sell |
|
|||||
|
2023
Q3 | $272K | Sell |
|
|||||
|
2023
Q2 | $248K | Buy |
|
|||||
|
2023
Q1 | $252K | Buy |
|
|||||
|
2022
Q4 | $218K | Sell |
|
|||||
|
2022
Q3 | $204K | Sell |
|
|||||
|
2022
Q2 | $211K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $204K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $84K | Buy |
|