Valley Wealth Managers’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 | $414K | Buy |
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|
2025
Q2 | $375K | Buy |
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|
2025
Q1 | $333K | Buy |
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|
2024
Q4 | $315K | Sell |
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|
2024
Q3 | $419K | Buy |
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|
2024
Q2 | $315K | Sell |
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|
2024
Q1 | $393K | Buy |
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|
2023
Q4 | $334K | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $255K | Buy |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $259K | Sell |
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|
2022
Q3 | $235K | Hold |
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|
2022
Q2 | $237K | Sell |
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|
2022
Q1 | $359K | Sell |
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|
2021
Q4 | $414K | Buy |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $323K | Buy |
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|
2021
Q1 | $280K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $16.3M | Sell |
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|
2020
Q1 | $13.5M | Sell |
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|
2019
Q4 | $21.8M | Sell |
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|
2019
Q3 | $19.9M | Sell |
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|
2019
Q2 | $20.9M | Sell |
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|
2019
Q1 | $20M | Sell |
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|
2018
Q4 | $17.6M | Sell |
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|
2018
Q3 | $20.1M | Sell |
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|
2018
Q2 | $20.4M | Sell |
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|
2018
Q1 | $18.9M | Sell |
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|
2017
Q4 | $18.9M | Sell |
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|
2017
Q3 | $18.6M | Sell |
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|
2017
Q2 | $17.7M | Sell |
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|
2017
Q1 | $16.6M | Sell |
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|
2016
Q4 | $15.9M | Sell |
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|
2016
Q3 | $14.7M | Buy |
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|
2016
Q2 | $12.8M | Buy |
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|
2016
Q1 | $13.2M | Buy |
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|
2015
Q4 | $13.3M | Sell |
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|
2015
Q3 | $13.2M | Buy |
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|
2015
Q2 | $11M | Buy |
|