Avantax Advisory Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.55M | Sell |
8,676
-922
| -10% | -$165K | 0.01% | 928 |
|
|
2025
Q1 | $1.54M | Buy |
9,598
+3,268
| +52% | +$524K | 0.01% | 879 |
|
|
2024
Q4 | $1.1M | Sell |
6,330
-1,251
| -17% | -$218K | 0.01% | 996 |
|
|
2024
Q3 | $1.72M | Buy |
7,581
+423
| +6% | +$95.7K | 0.01% | 772 |
|
|
2024
Q2 | $1.6M | Buy |
7,158
+2,337
| +48% | +$523K | 0.01% | 750 |
|
|
2024
Q1 | $1.23M | Sell |
4,821
-369
| -7% | -$94.4K | 0.01% | 679 |
|
|
2023
Q4 | $1.18M | Buy |
5,190
+385
| +8% | +$87.5K | 0.01% | 660 |
|
|
2023
Q3 | $969K | Buy |
4,805
+529
| +12% | +$107K | 0.01% | 705 |
|
|
2023
Q2 | $785K | Sell |
4,276
-5
| -0.1% | -$918 | 0.01% | 771 |
|
|
2023
Q1 | $834K | Buy |
4,281
+582
| +16% | +$113K | 0.01% | 720 |
|
|
2022
Q4 | $661K | Sell |
3,699
-294
| -7% | -$52.5K | 0.01% | 755 |
|
|
2022
Q3 | $623K | Buy |
3,993
+220
| +6% | +$34.3K | 0.01% | 691 |
|
|
2022
Q2 | $594K | Buy |
3,773
+45
| +1% | +$7.09K | 0.01% | 711 |
|
|
2022
Q1 | $664K | Sell |
3,728
-1,082
| -22% | -$193K | 0.01% | 680 |
|
|
2021
Q4 | $985K | Buy |
4,810
+1,145
| +31% | +$234K | 0.01% | 537 |
|
|
2021
Q3 | $669K | Buy |
3,665
+215
| +6% | +$39.2K | 0.01% | 611 |
|
|
2021
Q2 | $604K | Buy |
3,450
+601
| +21% | +$105K | 0.01% | 633 |
|
|
2021
Q1 | $471K | Buy |
2,849
+1,165
| +69% | +$193K | 0.01% | 640 |
|
|
2020
Q4 | $222K | Sell |
1,684
-135
| -7% | -$17.8K | 0.01% | 839 |
|
|
2020
Q3 | $217K | Buy |
+1,819
| New | +$217K | ﹤0.01% | 1193 |
|