Private 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
$11.3K Buy
63
+16
+34% +$2.86K ﹤0.01% 450
2025
Q1
$7.53K Sell
47
-10
-18% -$1.6K ﹤0.01% 572
2024
Q4
$9.92K Sell
57
-29
-34% -$5.05K ﹤0.01% 471
2024
Q3
$19.5K Buy
86
+27
+46% +$6.11K 0.01% 295
2024
Q2
$13.2K Buy
59
+32
+119% +$7.16K 0.01% 375
2024
Q1
$6.91K Sell
27
-4
-13% -$1.02K ﹤0.01% 518
2023
Q4
$7.05K Buy
+31
New +$7.05K ﹤0.01% 500