Prestige Wealth Management Group’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Hold |
762
| – | – | 0.03% | 191 |
|
|
2025
Q1 | $122K | Hold |
762
| – | – | 0.03% | 188 |
|
|
2024
Q4 | $133K | Sell |
762
-2
| -0.3% | -$348 | 0.03% | 182 |
|
|
2024
Q3 | $173K | Hold |
764
| – | – | 0.04% | 159 |
|
|
2024
Q2 | $171K | Sell |
764
-14
| -2% | -$3.13K | 0.04% | 143 |
|
|
2024
Q1 | $199K | Sell |
778
-33
| -4% | -$8.44K | 0.04% | 154 |
|
|
2023
Q4 | $184K | Buy |
811
+49
| +6% | +$11.1K | 0.04% | 141 |
|
|
2023
Q3 | $154K | Hold |
762
| – | – | 0.04% | 151 |
|
|
2023
Q2 | $140K | Buy |
762
+9
| +1% | +$1.65K | 0.03% | 174 |
|
|
2023
Q1 | $147K | Sell |
753
-35
| -4% | -$6.82K | 0.04% | 158 |
|
|
2022
Q4 | $141K | Buy |
788
+35
| +5% | +$6.25K | 0.04% | 158 |
|
|
2022
Q3 | $117K | Hold |
753
| – | – | 0.03% | 163 |
|
|
2022
Q2 | $118K | Hold |
753
| – | – | 0.03% | 166 |
|
|
2022
Q1 | $135K | Hold |
753
| – | – | 0.03% | 170 |
|
|
2021
Q4 | $155K | Hold |
753
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $138K | Hold |
753
| – | – | 0.04% | 164 |
|
|
2021
Q2 | $132K | Hold |
753
| – | – | 0.04% | 162 |
|
|
2021
Q1 | $124K | Hold |
753
| – | – | 0.03% | 163 |
|
|
2020
Q4 | $99K | Buy |
753
+3
| +0.4% | +$394 | 0.03% | 177 |
|
|
2020
Q3 | $90K | Hold |
750
| – | – | 0.03% | 187 |
|
|
2020
Q2 | $87K | Hold |
750
| – | – | 0.03% | 169 |
|
|
2020
Q1 | $70K | Hold |
750
| – | – | 0.03% | 144 |
|
|
2019
Q4 | $107K | Hold |
750
| – | – | 0.06% | 157 |
|
|
2019
Q3 | $92K | Hold |
750
| – | – | 0.05% | 158 |
|
|
2019
Q2 | $83K | Hold |
750
| – | – | 0.05% | 164 |
|
|
2019
Q1 | $72K | Hold |
750
| – | – | 0.04% | 169 |
|
|
2018
Q4 | $61K | Buy |
+750
| New | +$61K | 0.04% | 173 |
|