AO
Advisor OS’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $894K | Buy |
5,003
+427
| +9% | +$76.3K | 0.09% | 167 |
|
|
2025
Q1 | $733K | Buy |
4,576
+927
| +25% | +$149K | 0.08% | 169 |
|
|
2024
Q4 | $635K | Buy |
3,649
+2,196
| +151% | +$382K | 0.07% | 182 |
|
|
2024
Q3 | $329K | Buy |
+1,453
| New | +$329K | 0.03% | 308 |
|
|
2022
Q2 | – | Sell |
-5,502
| Closed | -$984K | – | 202 |
|
|
2022
Q1 | $984K | Buy |
5,502
+705
| +15% | +$126K | 0.28% | 83 |
|
|
2021
Q4 | $983K | Buy |
4,797
+623
| +15% | +$128K | 0.2% | 111 |
|
|
2021
Q3 | $760K | Buy |
4,174
+597
| +17% | +$109K | 0.17% | 116 |
|
|
2021
Q2 | $625K | Buy |
3,577
+1,510
| +73% | +$264K | 0.13% | 122 |
|
|
2021
Q1 | $342K | Buy |
+2,067
| New | +$342K | 0.08% | 144 |
|