SVB Wealth’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.83M | Sell |
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|
2025
Q1 | $4.12M | Sell |
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|
2024
Q4 | $7.29M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $11.6M | Sell |
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|
2024
Q1 | $13.9M | Sell |
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|
2023
Q4 | $13.3M | Sell |
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|
2023
Q3 | $15.3M | Sell |
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|
2023
Q2 | $15.4M | Sell |
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|
2023
Q1 | $19.9M | Sell |
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|
2022
Q4 | $26.4M | Buy |
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|
2022
Q3 | $23M | Sell |
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|
2022
Q2 | $24.1M | Buy |
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|
2022
Q1 | $26.9M | Buy |
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|
2021
Q4 | $27.1M | Buy |
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|
2021
Q3 | $22.9M | Buy |
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|
2021
Q2 | $20.5M | Buy |
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|
2021
Q1 | $2.43M | Sell |
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|
2020
Q4 | $1.99M | Sell |
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|
2020
Q3 | $2.37M | Buy |
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|
2020
Q2 | $2.28M | Sell |
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|
2020
Q1 | $1.89M | Sell |
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|
2019
Q4 | $2.93M | Sell |
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|
2019
Q3 | $2.58M | Sell |
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|
2019
Q2 | $2.38M | Sell |
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|
2019
Q1 | $2.17M | Sell |
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|
2018
Q4 | $2.43M | Sell |
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|
2018
Q3 | $2.94M | Sell |
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|
2018
Q2 | $2.85M | Sell |
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|
2018
Q1 | $2.63M | Sell |
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|
2017
Q4 | $2.75M | Sell |
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|
2017
Q3 | $2.81M | Sell |
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|
2017
Q2 | $2.8M | Sell |
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|
2017
Q1 | $2.88M | Sell |
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|
2016
Q4 | $3.64M | Sell |
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|
2016
Q3 | $4.84M | Sell |
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|
2016
Q2 | $4.5M | Sell |
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|
2016
Q1 | $4.82M | Sell |
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|
2015
Q4 | $4.98M | Buy |
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|
2015
Q3 | $4.33M | Buy |
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