Apollon Wealth Management’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $311K | Sell |
1,740
-268
| -13% | -$47.9K | 0.01% | 1000 |
|
2025
Q1 | $322K | Sell |
2,008
-817
| -29% | -$131K | 0.01% | 933 |
|
2024
Q4 | $492K | Sell |
2,825
-113
| -4% | -$19.7K | 0.01% | 764 |
|
2024
Q3 | $665K | Buy |
2,938
+779
| +36% | +$176K | 0.02% | 614 |
|
2024
Q2 | $483K | Sell |
2,159
-945
| -30% | -$212K | 0.01% | 693 |
|
2024
Q1 | $794K | Buy |
3,104
+1,313
| +73% | +$336K | 0.03% | 536 |
|
2023
Q4 | $407K | Sell |
1,791
-2,223
| -55% | -$505K | 0.01% | 726 |
|
2023
Q3 | $810K | Sell |
4,014
-283
| -7% | -$57.1K | 0.04% | 416 |
|
2023
Q2 | $789K | Buy |
4,297
+2,970
| +224% | +$545K | 0.04% | 465 |
|
2023
Q1 | $259K | Buy |
+1,327
| New | +$259K | 0.02% | 725 |
|
2022
Q1 | – | Sell |
-1,404
| Closed | -$287K | – | 770 |
|
2021
Q4 | $287K | Buy |
1,404
+165
| +13% | +$33.7K | 0.02% | 590 |
|
2021
Q3 | $226K | Buy |
+1,239
| New | +$226K | 0.03% | 411 |
|
2020
Q3 | – | Sell |
-7
| Closed | -$1K | – | 237 |
|
2020
Q2 | $1K | Buy |
+7
| New | +$1K | ﹤0.01% | 677 |
|