Univest 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 | $222K | Buy |
+1,243
| New | +$222K | 0.01% | 248 |
|
|
2025
Q1 | – | Sell |
-1,243
| Closed | -$216K | – | 276 |
|
|
2024
Q4 | $216K | Sell |
1,243
-1,184
| -49% | -$206K | 0.01% | 265 |
|
|
2024
Q3 | $549K | Buy |
2,427
+1,184
| +95% | +$268K | 0.04% | 189 |
|
|
2024
Q2 | $278K | Hold |
1,243
| – | – | 0.08% | 112 |
|
|
2024
Q1 | $318K | Hold |
1,243
| – | – | 0.09% | 89 |
|
|
2023
Q4 | $283K | Hold |
1,243
| – | – | 0.08% | 98 |
|
|
2023
Q3 | $251K | Hold |
1,243
| – | – | 0.08% | 94 |
|
|
2023
Q2 | $228K | Hold |
1,243
| – | – | 0.07% | 106 |
|
|
2023
Q1 | $242K | Hold |
1,243
| – | – | 0.08% | 87 |
|
|
2022
Q4 | $222K | Sell |
1,243
-57
| -4% | -$10.2K | 0.07% | 100 |
|
|
2022
Q3 | $203K | Hold |
1,300
| – | – | 0.07% | 99 |
|
|
2022
Q2 | $205K | Sell |
1,300
-21
| -2% | -$3.31K | 0.07% | 98 |
|
|
2022
Q1 | $236K | Sell |
1,321
-162
| -11% | -$28.9K | 0.07% | 105 |
|
|
2021
Q4 | $304K | Sell |
1,483
-24
| -2% | -$4.92K | 0.08% | 91 |
|
|
2021
Q3 | $274K | Buy |
1,507
+16
| +1% | +$2.91K | 0.08% | 92 |
|
|
2021
Q2 | $260K | Buy |
+1,491
| New | +$260K | 0.07% | 99 |
|