WhitTier Trust Company’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.8K | Buy |
223
+130
| +140% | +$23.2K | ﹤0.01% | 837 |
|
|
2025
Q1 | $14.9K | Hold |
93
| – | – | ﹤0.01% | 1044 |
|
|
2024
Q4 | $16.2K | Sell |
93
-16
| -15% | -$2.79K | ﹤0.01% | 985 |
|
|
2024
Q3 | $24.7K | Hold |
109
| – | – | ﹤0.01% | 899 |
|
|
2024
Q2 | $24.4K | Hold |
109
| – | – | ﹤0.01% | 857 |
|
|
2024
Q1 | $27.9K | Sell |
109
-146
| -57% | -$37.3K | ﹤0.01% | 794 |
|
|
2023
Q4 | $58K | Hold |
255
| – | – | ﹤0.01% | 659 |
|
|
2023
Q3 | $51.4K | Hold |
255
| – | – | ﹤0.01% | 641 |
|
|
2023
Q2 | $46.8K | Hold |
255
| – | – | ﹤0.01% | 697 |
|
|
2023
Q1 | $49.7K | Buy |
255
+3
| +1% | +$585 | ﹤0.01% | 665 |
|
|
2022
Q4 | $45K | Buy |
252
+16
| +7% | +$2.86K | ﹤0.01% | 685 |
|
|
2022
Q3 | $37K | Hold |
236
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $37K | Hold |
236
| – | – | ﹤0.01% | 718 |
|
|
2022
Q1 | $42K | Hold |
236
| – | – | ﹤0.01% | 693 |
|
|
2021
Q4 | $48K | Hold |
236
| – | – | ﹤0.01% | 684 |
|
|
2021
Q3 | $43K | Hold |
236
| – | – | ﹤0.01% | 698 |
|
|
2021
Q2 | $41K | Hold |
236
| – | – | ﹤0.01% | 689 |
|
|
2021
Q1 | $39K | Hold |
236
| – | – | ﹤0.01% | 674 |
|
|
2020
Q4 | $31K | Buy |
236
+90
| +62% | +$11.8K | ﹤0.01% | 698 |
|
|
2020
Q3 | $17K | Hold |
146
| – | – | ﹤0.01% | 755 |
|
|
2020
Q2 | $17K | Hold |
146
| – | – | ﹤0.01% | 733 |
|
|
2020
Q1 | $14K | Hold |
146
| – | – | ﹤0.01% | 744 |
|
|
2019
Q4 | $21K | Hold |
146
| – | – | ﹤0.01% | 739 |
|
|
2019
Q3 | $18K | Hold |
146
| – | – | ﹤0.01% | 748 |
|
|
2019
Q2 | $16K | Hold |
146
| – | – | ﹤0.01% | 762 |
|
|
2019
Q1 | $14K | Hold |
146
| – | – | ﹤0.01% | 772 |
|
|
2018
Q4 | $12K | Buy |
+146
| New | +$12K | ﹤0.01% | 801 |
|