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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $241K | Sell |
1,989
-13
| -0.6% | -$1.64K | 0.01% | 1292 |
|
|
2025
Q4 | $273K | Sell |
2,002
-17
| -0.8% | -$2.51K | 0.01% | 1212 |
|
|
2025
Q3 | $322K | Sell |
2,019
-352
| -15% | -$59.8K | 0.01% | 1061 |
|
|
2025
Q2 | $495K | Sell |
2,371
-402
| -14% | -$68.3K | 0.01% | 839 |
|
|
2025
Q1 | $449K | Sell |
2,773
-258
| -9% | -$46.9K | 0.01% | 809 |
|
|
2024
Q4 | $533K | Sell |
3,031
-232
| -7% | -$45.1K | 0.02% | 713 |
|
|
2024
Q3 | $739K | Sell |
3,263
-632
| -16% | -$140K | 0.03% | 559 |
|
|
2024
Q2 | $872K | Buy |
3,895
+41
| +1% | +$9.51K | 0.03% | 483 |
|
|
2024
Q1 | $986K | Sell |
3,854
-287
| -7% | -$68.2K | 0.04% | 414 |
|
|
2023
Q4 | $941K | Sell |
4,141
-474
| -10% | -$100K | 0.04% | 399 |
|
|
2023
Q3 | $931K | Sell |
4,615
-5,013
| -52% | -$999K | 0.04% | 409 |
|
|
2023
Q2 | $1.77M | Buy |
9,628
+990
| +11% | +$173K | 0.07% | 282 |
|
|
2023
Q1 | $862K | Sell |
8,638
-1,386
| -14% | -$272K | 0.04% | 434 |
|
|
2022
Q4 | $810K | Sell |
10,024
-2,587
| -21% | -$455K | 0.02% | 699 |
|
|
2022
Q3 | $1.03M | Buy |
12,611
+333
| +3% | +$57.1K | 0.03% | 627 |
|
|
2022
Q2 | $1M | Hold |
12,278
| – | – | 0.03% | 582 |
|
|
2022
Q1 | $1M | Buy |
12,278
+1,145
| +10% | +$210K | 0.03% | 582 |
|
|
2021
Q4 | $2.28M | Buy |
11,133
+76
| +0.7% | +$14.4K | 0.04% | 232 |
|
|
2021
Q3 | $2.02M | Buy |
11,057
+470
| +4% | +$88.8K | 0.04% | 259 |
|
|
2021
Q2 | $1.84M | Sell |
10,587
-393
| -4% | -$67.7K | 0.04% | 260 |
|
|
2021
Q1 | $1.81M | Buy |
10,980
+2,288
| +26% | +$342K | 0.04% | 239 |
|
|
2020
Q4 | $1.14M | Buy |
8,692
+760
| +10% | +$99.5K | 0.05% | 316 |
|
|
2020
Q3 | $945K | Buy |
7,932
+177
| +2% | +$20.2K | 0.06% | 302 |
|
|
2020
Q2 | $879K | Buy |
7,755
+92
| +1% | +$9.97K | 0.07% | 296 |
|
|
2020
Q1 | $780K | Buy |
7,663
+1,190
| +18% | +$146K | 0.08% | 256 |
|
|
2019
Q4 | $933K | Sell |
6,473
-1,277
| -16% | -$169K | 0.07% | 296 |
|
|
2019
Q3 | $943K | Buy |
+7,750
| New | +$889K | 0.06% | 312 |
|
|
2019
Q1 | $201K | Sell |
2,088
-12,731
| -86% | -$1.14M | 0.03% | 470 |
|
|
2018
Q4 | $1.18M | Sell |
14,819
-349
| -2% | -$30.1K | 0.07% | 307 |
|
|
2018
Q3 | $1.35M | Sell |
15,168
-138
| -0.9% | -$11.9K | 0.06% | 350 |
|
|
2018
Q2 | $1.24M | Buy |
15,306
+281
| +2% | +$21.7K | 0.05% | 361 |
|
|
2018
Q1 | $1.04M | Hold |
15,025
| – | – | 0.05% | 381 |
|
|
2017
Q4 | $1.04M | Sell |
15,025
-45
| -0.3% | -$3.1K | 0.05% | 380 |
|
|
2017
Q3 | $995K | Buy |
15,070
+86
| +0.6% | +$5.38K | 0.04% | 447 |
|
|
2017
Q2 | $937K | Sell |
14,984
-935
| -6% | -$55.9K | 0.04% | 452 |
|
|
2017
Q1 | $919K | Sell |
15,919
-238
| -1% | -$13.4K | 0.04% | 447 |
|
|
2016
Q4 | $842K | Buy |
16,157
+13,332
| +472% | +$650K | 0.04% | 438 |
|
|
2016
Q3 | $129K | Buy |
2,825
+91
| +3% | +$3.99K | 0.01% | 1222 |
|
|
2016
Q2 | $110K | Buy |
2,734
+646
| +31% | +$26.8K | 0.01% | 1268 |
|
|
2016
Q1 | $201K | Sell |
2,088
-489
| -19% | -$19.1K | 0.03% | 470 |
|
|
2015
Q4 | $108K | Buy |
+2,577
| New | +$112K | 0.01% | 1135 |
|
Other funds holding CDW
VCM
VPM
