Beacon Pointe Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $6.58M | Buy |
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|
2024
Q1 | $226K | Sell |
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|
2023
Q4 | $203K | Sell |
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|
2023
Q3 | $1.6M | Sell |
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|
2023
Q2 | $4.01M | Buy |
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|
2023
Q1 | $253K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3.18M | Buy |
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|
2021
Q4 | $622K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $1.09M | Buy |
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|
2021
Q1 | $245K | Buy |
|