Nicolet 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 | – | Sell |
-2,117
| Closed | -$311K | – | 409 |
|
|
2025
Q1 | $311K | Buy |
2,117
+47
| +2% | +$6.9K | 0.03% | 277 |
|
|
2024
Q4 | $379K | Sell |
2,070
-1,258
| -38% | -$230K | 0.03% | 249 |
|
|
2024
Q3 | $726K | Buy |
3,328
+153
| +5% | +$33.4K | 0.07% | 148 |
|
|
2024
Q2 | $695K | Buy |
3,175
+129
| +4% | +$28.2K | 0.07% | 145 |
|
|
2024
Q1 | $774K | Sell |
3,046
-106
| -3% | -$27K | 0.08% | 131 |
|
|
2023
Q4 | $675K | Sell |
3,152
-728
| -19% | -$156K | 0.07% | 135 |
|
|
2023
Q3 | $797K | Buy |
3,880
+528
| +16% | +$108K | 0.09% | 117 |
|
|
2023
Q2 | $612K | Buy |
3,352
+224
| +7% | +$40.9K | 0.07% | 137 |
|
|
2023
Q1 | $580K | Buy |
3,128
+1,381
| +79% | +$256K | 0.07% | 137 |
|
|
2022
Q4 | $333K | Buy |
+1,747
| New | +$333K | 0.04% | 171 |
|