Guardian Wealth Advisors (North Carolina)’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $202K | Buy |
+1,133
| New | +$202K | 0.01% | 330 |
|
|
2025
Q1 | – | Sell |
-1,262
| Closed | -$220K | – | 533 |
|
|
2024
Q4 | $220K | Buy |
1,262
+11
| +0.9% | +$1.91K | 0.02% | 300 |
|
|
2024
Q3 | $283K | Sell |
1,251
-14
| -1% | -$3.17K | 0.03% | 219 |
|
|
2024
Q2 | $283K | Hold |
1,265
| – | – | 0.03% | 212 |
|
|
2024
Q1 | $323K | Sell |
1,265
-279
| -18% | -$71.3K | 0.04% | 199 |
|
|
2023
Q4 | $351K | Sell |
1,544
-267
| -15% | -$60.7K | 0.05% | 176 |
|
|
2023
Q3 | $365K | Sell |
1,811
-35
| -2% | -$7.06K | 0.06% | 159 |
|
|
2023
Q2 | $339K | Buy |
1,846
+13
| +0.7% | +$2.39K | 0.06% | 160 |
|
|
2023
Q1 | $357K | Sell |
1,833
-213
| -10% | -$41.5K | 0.06% | 150 |
|
|
2022
Q4 | $365K | Hold |
2,046
| – | – | 0.07% | 137 |
|
|
2022
Q3 | $319K | Buy |
2,046
+191
| +10% | +$29.8K | 0.06% | 139 |
|
|
2022
Q2 | $292K | Sell |
1,855
-1,442
| -44% | -$227K | 0.05% | 150 |
|
|
2022
Q1 | $590K | Buy |
3,297
+1,871
| +131% | +$335K | 0.25% | 71 |
|
|
2021
Q4 | $292K | Buy |
+1,426
| New | +$292K | 0.13% | 124 |
|