Summit Trail Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.62M | Buy |
|
|||||
|
2025
Q2 | $1.02M | Buy |
|
|||||
|
2025
Q1 | $581K | Sell |
|
|||||
|
2024
Q4 | $703K | Buy |
|
|||||
|
2024
Q3 | $902K | Buy |
|
|||||
|
2024
Q2 | $847K | Buy |
|
|||||
|
2024
Q1 | $712K | Buy |
|
|||||
|
2023
Q4 | $498K | Sell |
|
|||||
|
2023
Q3 | $483K | Buy |
|
|||||
|
2023
Q2 | $220K | Buy |
|
|||||
|
2022
Q3 | – | Sell |
|
|||||
|
2022
Q2 | $501K | Buy |
|
|||||
|
2022
Q1 | $505K | Sell |
|
|||||
|
2021
Q4 | $615K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $222K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $315K | Buy |
|
|||||
|
2018
Q2 | $58K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $190K | Buy |
|