Capital Analysts LLC’s CDW CDW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $52K | Hold |
289
| – | – | ﹤0.01% | 797 |
|
2025
Q1 | $46K | Buy |
+289
| New | +$46K | ﹤0.01% | 808 |
|
2024
Q4 | – | Sell |
-471
| Closed | -$107K | – | 1306 |
|
2024
Q3 | $107K | Hold |
471
| – | – | ﹤0.01% | 576 |
|
2024
Q2 | $105K | Buy |
471
+5
| +1% | +$1.12K | ﹤0.01% | 561 |
|
2024
Q1 | $119K | Buy |
466
+60
| +15% | +$15.3K | 0.01% | 519 |
|
2023
Q4 | $93K | Buy |
406
+71
| +21% | +$16.3K | ﹤0.01% | 541 |
|
2023
Q3 | $68K | Buy |
335
+193
| +136% | +$39.2K | ﹤0.01% | 546 |
|
2023
Q2 | $26K | Buy |
+142
| New | +$26K | ﹤0.01% | 684 |
|
2022
Q4 | – | Sell |
-23
| Closed | -$4K | – | 1073 |
|
2022
Q3 | $4K | Buy |
+23
| New | +$4K | ﹤0.01% | 911 |
|