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Insight Wealth Strategies, LLC → CDW

Insight Wealth Strategies, LLC CDW Position History

CDW Corporation • Technology

Quarters held
4
Latest value
$6.5M
Q3 2026
Peak value
$6.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$4.2M
Q1 2026$5.8M
Q2 2026$6.9M
Q3 2026$6.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.5M50.4K——
Q2 2026$6.9M49.9K——
Q1 2026$5.8M47.7K——
Q4 2025$4.2M30.6K——

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