Level Four 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 | $498K | Sell |
2,787
-98
| -3% | -$17.5K | 0.02% | 522 |
|
|
2025
Q1 | $462K | Sell |
2,885
-59
| -2% | -$9.46K | 0.02% | 519 |
|
|
2024
Q4 | $512K | Sell |
2,944
-112
| -4% | -$19.5K | 0.02% | 489 |
|
|
2024
Q3 | $575K | Sell |
3,056
-50
| -2% | -$9.41K | 0.02% | 479 |
|
|
2024
Q2 | $695K | Sell |
3,106
-81
| -3% | -$18.1K | 0.03% | 413 |
|
|
2024
Q1 | $724K | Hold |
3,187
| – | – | 0.04% | 364 |
|
|
2023
Q4 | $724K | Buy |
3,187
+1
| +0% | +$227 | 0.04% | 363 |
|
|
2023
Q3 | $643K | Sell |
3,186
-49
| -2% | -$9.89K | 0.04% | 377 |
|
|
2023
Q2 | $594K | Sell |
3,235
-157
| -5% | -$28.8K | 0.04% | 424 |
|
|
2023
Q1 | $661K | Buy |
3,392
+2
| +0.1% | +$390 | 0.04% | 362 |
|
|
2022
Q4 | $605K | Buy |
3,390
+10
| +0.3% | +$1.79K | 0.04% | 352 |
|
|
2022
Q3 | $528K | Sell |
3,380
-49
| -1% | -$7.65K | 0.05% | 302 |
|
|
2022
Q2 | $540K | Sell |
3,429
-142
| -4% | -$22.4K | 0.05% | 322 |
|
|
2022
Q1 | $639K | Sell |
3,571
-155
| -4% | -$27.7K | 0.05% | 335 |
|
|
2021
Q4 | $763K | Buy |
+3,726
| New | +$763K | 0.06% | 304 |
|