Waldron Private 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
Q1 | – | Sell |
|
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|
2024
Q4 | $586K | Buy |
|
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|
2024
Q3 | $375K | Buy |
|
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|
2024
Q2 | $366K | Sell |
|
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|
2024
Q1 | $421K | Sell |
|
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|
2023
Q4 | $863K | Buy |
|
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|
2023
Q3 | $763K | Buy |
|
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|
2023
Q2 | $691K | Sell |
|
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|
2023
Q1 | $761K | Buy |
|
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|
2022
Q4 | $363K | Hold |
|
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|
2022
Q3 | $363K | Buy |
|
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|
2022
Q2 | $277K | Buy |
|
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|
2022
Q1 | $311K | Buy |
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|
2021
Q4 | $229K | Buy |
|
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|
2021
Q3 | $203K | Buy |
|