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Cdw shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Cdw (CDW) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Cdw

Tip: Access up to 7 years of quarterly data

All positions including Cdw held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Cdw by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $305k 1.3k 227.32
2023-09-30 $272k 1.3k 201.76
2023-06-30 $248k 1.4k 183.51
2023-03-31 $252k 1.3k 194.90
2022-12-31 $218k 1.2k 178.58
2022-09-30 $196k 1.3k 149.25
2022-06-30 $211k 1.3k 157.93
2021-12-31 $208k 995 208.96
2020-12-31 $80k 640 125.00

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

Top funds holding Cdw

Vanguard Group
Select Equity
Alliancebernstein
Wellington Management Company
Mawer Investment Management
Amundi
Neuberger Berman Group
Cantillon Capital Mgnt
Jpmorgan Chase & Co
Mitsubishi UFJ Asset Management
Fenimore Asset Management
Dimensional Fund Advisors
Barclays
Bank of New York Mellon
Legal & General Group

View all funds holding Cdw