Ownership history in Activest Wealth Management · 3 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in CDW CORP (CDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 53 | +2 | +3.9% | 0.00% | $8K | $157.78 |
| 2025 Q2 | ADDED | 51 | +44 | +628.6% | 0.00% | $9K | $176.24 |
| 2025 Q1 | INITIATED | 7 | — | — | 0.00% | $1K | $157.61 |
As of 2025 Q4 — sorted by position size