Univest Financial’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 | – | Sell |
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|
2025
Q2 | $222K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $216K | Sell |
|
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $278K | Hold |
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|
2024
Q1 | $318K | Hold |
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|
2023
Q4 | $283K | Hold |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $228K | Hold |
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|
2023
Q1 | $242K | Hold |
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|
2022
Q4 | $222K | Sell |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $205K | Sell |
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|
2022
Q1 | $236K | Sell |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $274K | Buy |
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|
2021
Q2 | $260K | Buy |
|