Insigneo Advisory Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $623K | Sell |
3,491
-16
| -0.5% | -$2.86K | 0.05% | 282 |
|
|
2025
Q1 | $562K | Buy |
3,507
+1,316
| +60% | +$211K | 0.06% | 273 |
|
|
2024
Q4 | $381K | Sell |
2,191
-110
| -5% | -$19.1K | 0.04% | 355 |
|
|
2024
Q3 | $521K | Sell |
2,301
-34
| -1% | -$7.69K | 0.05% | 309 |
|
|
2024
Q2 | $483K | Sell |
2,335
-273
| -10% | -$56.4K | 0.05% | 304 |
|
|
2024
Q1 | $667K | Buy |
2,608
+23
| +0.9% | +$5.88K | 0.08% | 207 |
|
|
2023
Q4 | $588K | Buy |
2,585
+4
| +0.2% | +$909 | 0.08% | 213 |
|
|
2023
Q3 | $521K | Hold |
2,581
| – | – | 0.11% | 182 |
|
|
2023
Q2 | $474K | Sell |
2,581
-24
| -0.9% | -$4.4K | 0.09% | 209 |
|
|
2023
Q1 | $508K | Buy |
2,605
+11
| +0.4% | +$2.14K | 0.16% | 133 |
|
|
2022
Q4 | $463K | Buy |
+2,594
| New | +$463K | 0.18% | 130 |
|