Lido 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 | $1.07M | Sell |
5,972
-6,588
| -52% | -$1.18M | ﹤0.01% | 737 |
|
|
2025
Q1 | $2.01M | Sell |
12,560
-2,952
| -19% | -$473K | 0.01% | 508 |
|
|
2024
Q4 | $2.7M | Sell |
15,512
-27,316
| -64% | -$4.75M | 0.01% | 422 |
|
|
2024
Q3 | $9.69M | Buy |
42,828
+33,759
| +372% | +$7.64M | 0.05% | 193 |
|
|
2024
Q2 | $2.03M | Buy |
9,069
+697
| +8% | +$156K | 0.01% | 414 |
|
|
2024
Q1 | $2.14M | Buy |
8,372
+2,538
| +44% | +$649K | 0.01% | 391 |
|
|
2023
Q4 | $1.33M | Buy |
5,834
+276
| +5% | +$62.7K | 0.01% | 473 |
|
|
2023
Q3 | $1.12M | Buy |
5,558
+249
| +5% | +$50.2K | 0.01% | 465 |
|
|
2023
Q2 | $974K | Sell |
5,309
-7
| -0.1% | -$1.29K | 0.01% | 495 |
|
|
2023
Q1 | $1.04M | Sell |
5,316
-751
| -12% | -$146K | 0.01% | 429 |
|
|
2022
Q4 | $1.08M | Sell |
6,067
-468
| -7% | -$83.6K | 0.01% | 358 |
|
|
2022
Q3 | $1.02M | Sell |
6,535
-2,313
| -26% | -$361K | 0.01% | 328 |
|
|
2022
Q2 | $1.39M | Sell |
8,848
-3,605
| -29% | -$568K | 0.02% | 254 |
|
|
2022
Q1 | $2.23M | Buy |
12,453
+154
| +1% | +$27.5K | 0.02% | 226 |
|
|
2021
Q4 | $2.52M | Buy |
12,299
+768
| +7% | +$157K | 0.03% | 215 |
|
|
2021
Q3 | $2.1M | Buy |
11,531
+635
| +6% | +$116K | 0.03% | 232 |
|
|
2021
Q2 | $1.9M | Buy |
10,896
+613
| +6% | +$107K | 0.03% | 236 |
|
|
2021
Q1 | $1.71M | Buy |
10,283
+47
| +0.5% | +$7.79K | 0.03% | 224 |
|
|
2020
Q4 | $1.35M | Buy |
10,236
+7,932
| +344% | +$1.05M | 0.03% | 243 |
|
|
2020
Q3 | $275K | Buy |
2,304
+31
| +1% | +$3.7K | 0.01% | 446 |
|
|
2020
Q2 | $264K | Buy |
+2,273
| New | +$264K | 0.01% | 416 |
|
|
2020
Q1 | – | Sell |
-3,350
| Closed | -$479K | – | 527 |
|
|
2019
Q4 | $479K | Buy |
3,350
+305
| +10% | +$43.6K | 0.02% | 353 |
|
|
2019
Q3 | $375K | Sell |
3,045
-165
| -5% | -$20.3K | 0.02% | 355 |
|
|
2019
Q2 | $356K | Buy |
3,210
+182
| +6% | +$20.2K | 0.02% | 346 |
|
|
2019
Q1 | $291K | Sell |
3,028
-1,338
| -31% | -$129K | 0.02% | 367 |
|
|
2018
Q4 | $353K | Buy |
+4,366
| New | +$353K | 0.03% | 258 |
|