Tompkins Financial’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $89.3K | Hold |
500
| – | – | 0.01% | 257 |
|
|
2025
Q1 | $80.1K | Hold |
500
| – | – | 0.01% | 281 |
|
|
2024
Q4 | $87K | Hold |
500
| – | – | 0.01% | 269 |
|
|
2024
Q3 | $113K | Buy |
+500
| New | +$113K | 0.01% | 256 |
|
|
2022
Q2 | – | Sell |
-30
| Closed | -$5K | – | 582 |
|
|
2022
Q1 | $5K | Hold |
30
| – | – | ﹤0.01% | 526 |
|
|
2021
Q4 | $6K | Buy |
+30
| New | +$6K | ﹤0.01% | 301 |
|
|
2016
Q1 | – | Sell |
-2,040
| Closed | -$86K | – | 496 |
|
|
2015
Q4 | $86K | Hold |
2,040
| – | – | 0.03% | 217 |
|
|
2015
Q3 | $83K | Hold |
2,040
| – | – | 0.03% | 202 |
|
|
2015
Q2 | $70K | Hold |
2,040
| – | – | 0.02% | 232 |
|
|
2015
Q1 | $76K | Buy |
2,040
+480
| +31% | +$17.9K | 0.02% | 241 |
|
|
2014
Q4 | $55K | Buy |
+1,560
| New | +$55K | 0.01% | 262 |
|