TFA
Toth Financial Advisory’s CDW CDW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
14,586
-2,272
| -13% | -$406K | 0.3% | 90 |
|
|
2025
Q1 | $2.7M | Sell |
16,858
-718
| -4% | -$115K | 0.33% | 93 |
|
|
2024
Q4 | $3.06M | Sell |
17,576
-1,211
| -6% | -$211K | 0.36% | 87 |
|
|
2024
Q3 | $4.25M | Sell |
18,787
-877
| -4% | -$198K | 0.5% | 74 |
|
|
2024
Q2 | $4.4M | Sell |
19,664
-1,094
| -5% | -$245K | 0.56% | 66 |
|
|
2024
Q1 | $5.31M | Sell |
20,758
-986
| -5% | -$252K | 0.66% | 56 |
|
|
2023
Q4 | $4.94M | Buy |
21,744
+1,070
| +5% | +$243K | 0.67% | 53 |
|
|
2023
Q3 | $4.17M | Buy |
20,674
+1,557
| +8% | +$314K | 0.64% | 58 |
|
|
2023
Q2 | $3.51M | Sell |
19,117
-898
| -4% | -$165K | 0.51% | 71 |
|
|
2023
Q1 | $3.9M | Buy |
20,015
+4,561
| +30% | +$889K | 0.61% | 61 |
|
|
2022
Q4 | $2.76M | Buy |
15,454
+3,319
| +27% | +$593K | 0.45% | 72 |
|
|
2022
Q3 | $1.89M | Buy |
12,135
+5,918
| +95% | +$924K | 0.34% | 81 |
|
|
2022
Q2 | $980K | Buy |
6,217
+2,337
| +60% | +$368K | 0.17% | 108 |
|
|
2022
Q1 | $694K | Buy |
3,880
+686
| +21% | +$123K | 0.1% | 141 |
|
|
2021
Q4 | $654K | Buy |
3,194
+1,576
| +97% | +$323K | 0.09% | 156 |
|
|
2021
Q3 | $295K | Buy |
+1,618
| New | +$295K | 0.04% | 173 |
|