Lido 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
Q2 | $712K | Buy |
5,061
+191
| +4% | +$24K | ﹤0.01% | 1277 |
|
|
2026
Q1 | $590K | Sell |
4,870
-756
| -13% | -$95.5K | ﹤0.01% | 1208 |
|
|
2025
Q4 | $872K | Sell |
5,626
-78
| -1% | -$11.5K | ﹤0.01% | 1065 |
|
|
2025
Q3 | $909K | Sell |
5,704
-268
| -4% | -$45.5K | ﹤0.01% | 990 |
|
|
2025
Q2 | $1.07M | Sell |
5,972
-6,588
| -52% | -$1.12M | ﹤0.01% | 813 |
|
|
2025
Q1 | $2.01M | Sell |
12,560
-2,952
| -19% | -$536K | 0.01% | 538 |
|
|
2024
Q4 | $2.7M | Sell |
15,512
-27,316
| -64% | -$5.31M | 0.01% | 452 |
|
|
2024
Q3 | $9.69M | Buy |
42,828
+33,759
| +372% | +$7.49M | 0.05% | 206 |
|
|
2024
Q2 | $2.03M | Buy |
9,069
+697
| +8% | +$162K | 0.01% | 444 |
|
|
2024
Q1 | $2.14M | Buy |
8,372
+2,538
| +44% | +$603K | 0.01% | 420 |
|
|
2023
Q4 | $1.33M | Buy |
5,834
+276
| +5% | +$58.5K | 0.01% | 517 |
|
|
2023
Q3 | $1.12M | Buy |
5,558
+249
| +5% | +$49.6K | 0.01% | 509 |
|
|
2023
Q2 | $974K | Sell |
5,309
-7
| -0.1% | -$1.22K | 0.01% | 549 |
|
|
2023
Q1 | $1.04M | Sell |
5,316
-751
| -12% | -$147K | 0.01% | 469 |
|
|
2022
Q4 | $1.08M | Sell |
6,067
-468
| -7% | -$82.3K | 0.01% | 393 |
|
|
2022
Q3 | $1.02M | Sell |
6,535
-2,313
| -26% | -$397K | 0.01% | 363 |
|
|
2022
Q2 | $1.39M | Sell |
8,848
-3,605
| -29% | -$606K | 0.02% | 281 |
|
|
2022
Q1 | $2.23M | Buy |
12,453
+154
| +1% | +$28.2K | 0.02% | 248 |
|
|
2021
Q4 | $2.52M | Buy |
12,299
+768
| +7% | +$146K | 0.03% | 236 |
|
|
2021
Q3 | $2.1M | Buy |
11,531
+635
| +6% | +$120K | 0.03% | 261 |
|
|
2021
Q2 | $1.9M | Buy |
10,896
+613
| +6% | +$106K | 0.03% | 266 |
|
|
2021
Q1 | $1.71M | Buy |
10,283
+47
| +0.5% | +$7.02K | 0.03% | 248 |
|
|
2020
Q4 | $1.35M | Buy |
10,236
+7,932
| +344% | +$1.04M | 0.03% | 269 |
|
|
2020
Q3 | $275K | Buy |
2,304
+31
| +1% | +$3.55K | 0.01% | 511 |
|
|
2020
Q2 | $264K | Buy |
+2,273
| New | +$246K | 0.01% | 481 |
|
|
2020
Q1 | – | Sell |
-3,350
| Closed | -$479K | – | 594 |
|
|
2019
Q4 | $479K | Buy |
3,350
+305
| +10% | +$40.4K | 0.02% | 398 |
|
|
2019
Q3 | $375K | Sell |
3,045
-165
| -5% | -$18.9K | 0.02% | 402 |
|
|
2019
Q2 | $356K | Buy |
3,210
+182
| +6% | +$19.1K | 0.02% | 383 |
|
|
2019
Q1 | $291K | Sell |
3,028
-1,338
| -31% | -$119K | 0.02% | 400 |
|
|
2018
Q4 | $353K | Buy |
+4,366
| New | +$376K | 0.03% | 279 |
|
Other funds holding CDW
Lido Advisors's CDW Position: Q2 2026 in Review
Lido Advisors increased its CDW (CDW) stake by 3.9% in Q2 2026, buying an estimated $24K and bringing the position to 5,061 shares worth $712K. The position accounts for ﹤0.01% of the portfolio, ranked #1277.
Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 30 quarters since. The position peaked at $9.69M in Q3 2024. 753 funds tracked by Wall St. Rank hold CDW as of Q2 2026.
- Lido Advisors held 5,061 shares of CDW worth $712K as of Q2 2026.
- Lido Advisors bought 191 CDW shares in Q2 2026, an estimated $24K.
- CDW made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1277 holding.
- Lido Advisors first reported a position in CDW in Q4 2018 and has held it in 30 quarters since.
- Lido Advisors's CDW position peaked at $9.69M in Q3 2024.
- 753 funds tracked by Wall St. Rank held CDW as of Q2 2026.
Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.