Alliance Wealth Advisors (Utah)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Buy |
4,268
+24
| +0.6% | +$4.29K | 0.18% | 125 |
|
|
2025
Q1 | $680K | Buy |
4,244
+95
| +2% | +$15.2K | 0.18% | 124 |
|
|
2024
Q4 | $722K | Buy |
4,149
+310
| +8% | +$54K | 0.19% | 128 |
|
|
2024
Q3 | $869K | Buy |
3,839
+284
| +8% | +$64.3K | 0.23% | 107 |
|
|
2024
Q2 | $796K | Buy |
3,555
+303
| +9% | +$67.8K | 0.23% | 103 |
|
|
2024
Q1 | $832K | Buy |
3,252
+438
| +16% | +$112K | 0.25% | 98 |
|
|
2023
Q4 | $640K | Buy |
2,814
+139
| +5% | +$31.6K | 0.21% | 110 |
|
|
2023
Q3 | $540K | Buy |
2,675
+196
| +8% | +$39.5K | 0.2% | 109 |
|
|
2023
Q2 | $455K | Buy |
2,479
+349
| +16% | +$64K | 0.17% | 129 |
|
|
2023
Q1 | $415K | Buy |
2,130
+201
| +10% | +$39.2K | 0.17% | 132 |
|
|
2022
Q4 | $344K | Buy |
+1,929
| New | +$344K | 0.15% | 145 |
|