Plante Moran Financial 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 | $35.7K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2025
Q1 | $32.1K | Hold |
200
| – | – | ﹤0.01% | 412 |
|
|
2024
Q4 | $34.8K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $45.3K | Hold |
200
| – | – | ﹤0.01% | 405 |
|
|
2024
Q2 | $44.8K | Sell |
200
-11
| -5% | -$2.46K | ﹤0.01% | 354 |
|
|
2024
Q1 | $54K | Buy |
+211
| New | +$54K | 0.01% | 321 |
|
|
2022
Q4 | – | Sell |
-35
| Closed | -$5K | – | 880 |
|
|
2022
Q3 | $5K | Sell |
35
-31
| -47% | -$4.43K | ﹤0.01% | 689 |
|
|
2022
Q2 | $10K | Buy |
66
+10
| +18% | +$1.52K | ﹤0.01% | 602 |
|
|
2022
Q1 | $10K | Sell |
56
-68
| -55% | -$12.1K | ﹤0.01% | 593 |
|
|
2021
Q4 | $25K | Buy |
124
+38
| +44% | +$7.66K | ﹤0.01% | 502 |
|
|
2021
Q3 | $16K | Buy |
86
+33
| +62% | +$6.14K | ﹤0.01% | 603 |
|
|
2021
Q2 | $9K | Hold |
53
| – | – | ﹤0.01% | 686 |
|
|
2021
Q1 | $9K | Sell |
53
-175
| -77% | -$29.7K | ﹤0.01% | 665 |
|
|
2020
Q4 | $30K | Buy |
228
+35
| +18% | +$4.61K | 0.01% | 439 |
|
|
2020
Q3 | $23K | Buy |
193
+25
| +15% | +$2.98K | 0.01% | 466 |
|
|
2020
Q2 | $20K | Buy |
168
+150
| +833% | +$17.9K | 0.01% | 424 |
|
|
2020
Q1 | $2K | Hold |
18
| – | – | ﹤0.01% | 642 |
|
|
2019
Q4 | $3K | Sell |
18
-18
| -50% | -$3K | ﹤0.01% | 653 |
|
|
2019
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 707 |
|
|
2018
Q4 | – | Sell |
-33
| Closed | -$3K | – | 891 |
|
|
2018
Q3 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 636 |
|
|
2016
Q3 | – | Sell |
-45
| Closed | -$2K | – | 936 |
|
|
2016
Q2 | $2K | Hold |
45
| – | – | ﹤0.01% | 783 |
|
|
2016
Q1 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 710 |
|