Ownership history in PDS Planning, Inc · 9 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 | REDUCED | 1,325 | -255 | -16.1% | 0.01% | $211K | $157.78 |
| 2025 Q2 | ADDED | 1,580 | +47 | +3.1% | 0.02% | $282K | $176.24 |
| 2025 Q1 | ADDED | 1,533 | +123 | +8.7% | 0.02% | $246K | $157.61 |
| 2024 Q4 | ADDED | 1,410 | +224 | +18.9% | 0.02% | $245K | $170.59 |
| 2024 Q3 | ADDED | 1,186 | +49 | +4.3% | 0.02% | $268K | $221.04 |
| 2024 Q2 | ADDED | 1,137 | +11 | +1.0% | 0.03% | $255K | $218.05 |
| 2024 Q1 | REDUCED | 1,126 | -13 | -1.1% | 0.03% | $288K | $248.51 |
| 2023 Q4 | ADDED | 1,139 | +3 | +0.3% | 0.03% | $259K | $220.31 |
| 2023 Q3 | INITIATED | 1,136 | — | — | 0.03% | $229K | — |
As of 2025 Q4 — sorted by position size