Resonant Capital 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 | $896K | Buy |
5,015
+699
| +16% | +$125K | 0.06% | 170 |
|
|
2025
Q1 | $692K | Buy |
4,316
+93
| +2% | +$14.9K | 0.05% | 177 |
|
|
2024
Q4 | $735K | Buy |
4,223
+69
| +2% | +$12K | 0.05% | 171 |
|
|
2024
Q3 | $940K | Sell |
4,154
-106
| -2% | -$24K | 0.07% | 163 |
|
|
2024
Q2 | $954K | Buy |
4,260
+293
| +7% | +$65.6K | 0.08% | 146 |
|
|
2024
Q1 | $1.01M | Sell |
3,967
-134
| -3% | -$34.3K | 0.09% | 140 |
|
|
2023
Q4 | $932K | Sell |
4,101
-429
| -9% | -$97.5K | 0.09% | 136 |
|
|
2023
Q3 | $914K | Buy |
4,530
+101
| +2% | +$20.4K | 0.1% | 129 |
|
|
2023
Q2 | $813K | Buy |
4,429
+3
| +0.1% | +$551 | 0.09% | 130 |
|
|
2023
Q1 | $863K | Buy |
4,426
+21
| +0.5% | +$4.09K | 0.1% | 123 |
|
|
2022
Q4 | $787K | Sell |
4,405
-89
| -2% | -$15.9K | 0.1% | 132 |
|
|
2022
Q3 | $701K | Buy |
4,494
+11
| +0.2% | +$1.72K | 0.11% | 122 |
|
|
2022
Q2 | $706K | Buy |
4,483
+183
| +4% | +$28.8K | 0.11% | 121 |
|
|
2022
Q1 | $765K | Buy |
4,300
+168
| +4% | +$29.9K | 0.11% | 108 |
|
|
2021
Q4 | $846K | Buy |
4,132
+293
| +8% | +$60K | 0.13% | 95 |
|
|
2021
Q3 | $699K | Buy |
3,839
+590
| +18% | +$107K | 0.12% | 100 |
|
|
2021
Q2 | $567K | Hold |
3,249
| – | – | 0.11% | 104 |
|
|
2021
Q1 | $539K | Sell |
3,249
-89
| -3% | -$14.8K | 0.11% | 98 |
|
|
2020
Q4 | $440K | Buy |
3,338
+98
| +3% | +$12.9K | 0.1% | 112 |
|
|
2020
Q3 | $387K | Sell |
3,240
-1,454
| -31% | -$174K | 0.11% | 106 |
|
|
2020
Q2 | $545K | Sell |
4,694
-2,380
| -34% | -$276K | 0.16% | 102 |
|
|
2020
Q1 | $660K | Buy |
7,074
+166
| +2% | +$15.5K | 0.24% | 110 |
|
|
2019
Q4 | $987K | Buy |
+6,908
| New | +$987K | 0.31% | 97 |
|