IFP 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 | $495K | Sell |
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|
2025
Q1 | $449K | Sell |
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|
2024
Q4 | $533K | Sell |
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|
2024
Q3 | $739K | Sell |
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|
2024
Q2 | $872K | Buy |
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|
2024
Q1 | $986K | Sell |
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|
2023
Q4 | $941K | Sell |
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|
2023
Q3 | $931K | Sell |
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|
2023
Q2 | $1.77M | Buy |
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|
2023
Q1 | $862K | Sell |
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|
2022
Q4 | $810K | Sell |
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|
2022
Q3 | $1.03M | Buy |
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|
2022
Q2 | $1M | Hold |
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|
2022
Q1 | $1M | Buy |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $2.02M | Buy |
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|
2021
Q2 | $1.84M | Sell |
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|
2021
Q1 | $1.81M | Buy |
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|
2020
Q4 | $1.14M | Buy |
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|
2020
Q3 | $945K | Buy |
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|
2020
Q2 | $879K | Buy |
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|
2020
Q1 | $780K | Buy |
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|
2019
Q4 | $933K | Sell |
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|
2019
Q3 | $943K | Buy |
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|
2019
Q1 | $201K | Sell |
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|
2018
Q4 | $1.18M | Sell |
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|
2018
Q3 | $1.35M | Sell |
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|
2018
Q2 | $1.24M | Buy |
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|
2018
Q1 | $1.04M | Hold |
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|
2017
Q4 | $1.04M | Sell |
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|
2017
Q3 | $995K | Buy |
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|
2017
Q2 | $937K | Sell |
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|
2017
Q1 | $919K | Sell |
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|
2016
Q4 | $842K | Buy |
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|
2016
Q3 | $129K | Buy |
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|
2016
Q2 | $110K | Buy |
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|
2016
Q1 | $201K | Sell |
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|
2015
Q4 | $108K | Buy |
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