IFP Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $495K | Sell |
2,371
-402
| -14% | -$83.8K | 0.01% | 839 |
|
|
2025
Q1 | $449K | Sell |
2,773
-258
| -9% | -$41.8K | 0.01% | 809 |
|
|
2024
Q4 | $533K | Sell |
3,031
-232
| -7% | -$40.8K | 0.02% | 713 |
|
|
2024
Q3 | $739K | Sell |
3,263
-632
| -16% | -$143K | 0.03% | 559 |
|
|
2024
Q2 | $872K | Buy |
3,895
+41
| +1% | +$9.18K | 0.03% | 483 |
|
|
2024
Q1 | $986K | Sell |
3,854
-287
| -7% | -$73.4K | 0.04% | 414 |
|
|
2023
Q4 | $941K | Sell |
4,141
-474
| -10% | -$108K | 0.04% | 399 |
|
|
2023
Q3 | $931K | Sell |
4,615
-5,013
| -52% | -$1.01M | 0.04% | 409 |
|
|
2023
Q2 | $1.77M | Buy |
9,628
+990
| +11% | +$182K | 0.07% | 282 |
|
|
2023
Q1 | $862K | Sell |
8,638
-1,386
| -14% | -$138K | 0.04% | 434 |
|
|
2022
Q4 | $810K | Sell |
10,024
-2,587
| -21% | -$209K | 0.02% | 699 |
|
|
2022
Q3 | $1.03M | Buy |
12,611
+333
| +3% | +$27.2K | 0.03% | 627 |
|
|
2022
Q2 | $1M | Hold |
12,278
| – | – | 0.03% | 582 |
|
|
2022
Q1 | $1M | Buy |
12,278
+1,145
| +10% | +$93.6K | 0.03% | 582 |
|
|
2021
Q4 | $2.28M | Buy |
11,133
+76
| +0.7% | +$15.5K | 0.04% | 230 |
|
|
2021
Q3 | $2.02M | Buy |
11,057
+470
| +4% | +$85.7K | 0.04% | 247 |
|
|
2021
Q2 | $1.84M | Sell |
10,587
-393
| -4% | -$68.5K | 0.04% | 260 |
|
|
2021
Q1 | $1.81M | Buy |
10,980
+2,288
| +26% | +$378K | 0.04% | 239 |
|
|
2020
Q4 | $1.14M | Buy |
8,692
+760
| +10% | +$99.9K | 0.05% | 316 |
|
|
2020
Q3 | $945K | Buy |
7,932
+177
| +2% | +$21.1K | 0.06% | 302 |
|
|
2020
Q2 | $879K | Buy |
7,755
+92
| +1% | +$10.4K | 0.07% | 296 |
|
|
2020
Q1 | $780K | Buy |
7,663
+1,190
| +18% | +$121K | 0.08% | 256 |
|
|
2019
Q4 | $933K | Sell |
6,473
-1,277
| -16% | -$184K | 0.07% | 296 |
|
|
2019
Q3 | $943K | Buy |
+7,750
| New | +$943K | 0.06% | 312 |
|
|
2019
Q1 | $201K | Sell |
2,088
-12,731
| -86% | -$1.23M | 0.03% | 470 |
|
|
2018
Q4 | $1.18M | Sell |
14,819
-349
| -2% | -$27.8K | 0.07% | 307 |
|
|
2018
Q3 | $1.35M | Sell |
15,168
-138
| -0.9% | -$12.3K | 0.06% | 350 |
|
|
2018
Q2 | $1.24M | Buy |
15,306
+281
| +2% | +$22.7K | 0.05% | 360 |
|
|
2018
Q1 | $1.04M | Hold |
15,025
| – | – | 0.05% | 381 |
|
|
2017
Q4 | $1.04M | Sell |
15,025
-45
| -0.3% | -$3.13K | 0.05% | 379 |
|
|
2017
Q3 | $995K | Buy |
15,070
+86
| +0.6% | +$5.68K | 0.04% | 446 |
|
|
2017
Q2 | $937K | Sell |
14,984
-935
| -6% | -$58.5K | 0.04% | 452 |
|
|
2017
Q1 | $919K | Sell |
15,919
-238
| -1% | -$13.7K | 0.04% | 446 |
|
|
2016
Q4 | $842K | Buy |
16,157
+13,332
| +472% | +$695K | 0.04% | 437 |
|
|
2016
Q3 | $129K | Buy |
2,825
+91
| +3% | +$4.16K | 0.01% | 1219 |
|
|
2016
Q2 | $110K | Buy |
2,734
+646
| +31% | +$26K | 0.01% | 1265 |
|
|
2016
Q1 | $201K | Sell |
2,088
-489
| -19% | -$47.1K | 0.03% | 470 |
|
|
2015
Q4 | $108K | Buy |
+2,577
| New | +$108K | 0.01% | 1130 |
|