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SS&H Financial Advisors’s CDW CDW Stock Holding History

SS&H Financial Advisors’s Portfolio CDW Stock Details CDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,404
Closed -$225K – 125
2025
Q1 		$225K Hold
1,404
– – 0.08% 115
2024
Q4 		$245K Hold
1,404
– – 0.09% 116
2024
Q3 		$318K Hold
1,404
– – 0.12% 112
2024
Q2 		$314K Buy
+1,404
New +$314K 0.12% 108