Sequoia 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 | $3.8M | Buy |
21,273
+1,278
| +6% | +$228K | 0.03% | 330 |
|
|
2025
Q1 | $3.2M | Buy |
19,995
+1,604
| +9% | +$257K | 0.02% | 341 |
|
|
2024
Q4 | $3.2M | Sell |
18,391
-781
| -4% | -$136K | 0.03% | 320 |
|
|
2024
Q3 | $4.34M | Sell |
19,172
-2,784
| -13% | -$630K | 0.05% | 230 |
|
|
2024
Q2 | $4.91M | Buy |
21,956
+1,100
| +5% | +$246K | 0.06% | 194 |
|
|
2024
Q1 | $5.33M | Sell |
20,856
-7,554
| -27% | -$1.93M | 0.07% | 193 |
|
|
2023
Q4 | $6.46M | Buy |
28,410
+25,268
| +804% | +$5.74M | 0.08% | 190 |
|
|
2023
Q3 | $634K | Buy |
3,142
+119
| +4% | +$24K | 0.01% | 440 |
|
|
2023
Q2 | $555K | Buy |
3,023
+1,443
| +91% | +$265K | 0.01% | 496 |
|
|
2023
Q1 | $308K | Buy |
1,580
+142
| +10% | +$27.7K | 0.01% | 616 |
|
|
2022
Q4 | $257K | Buy |
+1,438
| New | +$257K | 0.01% | 639 |
|