Ownership history in VALLEY WEALTH MANAGERS, INC. · 40 quarters on record
This page tracks every 13F SEC filing in which VALLEY WEALTH MANAGERS, INC. reported a position in CDW CORPORATION (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 | 2,598 | +497 | +23.7% | 0.03% | $414K | $157.78 |
| 2025 Q2 | ADDED | 2,101 | +25 | +1.2% | 0.03% | $375K | $176.24 |
| 2025 Q1 | ADDED | 2,076 | +266 | +14.7% | 0.03% | $333K | $157.61 |
| 2024 Q4 | REDUCED | 1,810 | -42 | -2.3% | 0.02% | $315K | $170.59 |
| 2024 Q3 | ADDED | 1,852 | +445 | +31.6% | 0.03% | $419K | $221.04 |
| 2024 Q2 | REDUCED | 1,407 | -130 | -8.5% | 0.03% | $315K | $218.05 |
| 2024 Q1 | ADDED | 1,537 | +68 | +4.6% | 0.03% | $393K | $248.51 |
| 2023 Q4 | ADDED | 1,469 | +18 | +1.2% | 0.03% | $334K | $220.31 |
| 2023 Q3 | ADDED | 1,451 | +60 | +4.3% | 0.02% | $293K | $194.98 |
| 2023 Q2 | ADDED | 1,391 | +15 | +1.1% | 0.02% | $255K | $176.82 |
As of 2025 Q4 — sorted by position size