Aptus Capital Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
4,286
+2,525
| +143% | +$451K | 0.01% | 575 |
|
|
2025
Q1 | $282K | Buy |
+1,761
| New | +$282K | ﹤0.01% | 781 |
|
|
2024
Q4 | – | Sell |
-1,675
| Closed | -$379K | – | 1410 |
|
|
2024
Q3 | $379K | Buy |
1,675
+50
| +3% | +$11.3K | 0.01% | 606 |
|
|
2024
Q2 | $364K | Buy |
1,625
+38
| +2% | +$8.51K | 0.01% | 568 |
|
|
2024
Q1 | $406K | Sell |
1,587
-255
| -14% | -$65.2K | 0.01% | 552 |
|
|
2023
Q4 | $419K | Sell |
1,842
-306
| -14% | -$69.6K | 0.01% | 410 |
|
|
2023
Q3 | $433K | Buy |
2,148
+238
| +12% | +$48K | 0.01% | 409 |
|
|
2023
Q2 | $350K | Buy |
1,910
+77
| +4% | +$14.1K | 0.01% | 364 |
|
|
2023
Q1 | $357K | Sell |
1,833
-215
| -10% | -$41.9K | 0.01% | 359 |
|
|
2022
Q4 | $366K | Hold |
2,048
| – | – | 0.01% | 380 |
|
|
2022
Q3 | $320K | Buy |
2,048
+191
| +10% | +$29.8K | 0.01% | 371 |
|
|
2022
Q2 | $293K | Sell |
1,857
-1,931
| -51% | -$305K | 0.01% | 322 |
|
|
2022
Q1 | $678K | Buy |
+3,788
| New | +$678K | 0.02% | 267 |
|