Ulland Investment 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 | $11K | Hold |
63
| – | – | 0.01% | 171 |
|
|
2025
Q1 | $10K | Hold |
63
| – | – | 0.01% | 177 |
|
|
2024
Q4 | $11K | Hold |
63
| – | – | 0.01% | 171 |
|
|
2024
Q3 | $14K | Hold |
63
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $14K | Hold |
63
| – | – | 0.01% | 159 |
|
|
2024
Q1 | $16K | Hold |
63
| – | – | 0.01% | 161 |
|
|
2023
Q4 | $14K | Hold |
63
| – | – | 0.01% | 153 |
|
|
2023
Q3 | $13K | Hold |
63
| – | – | 0.01% | 162 |
|
|
2023
Q2 | $12K | Hold |
63
| – | – | 0.01% | 160 |
|
|
2023
Q1 | $12K | Hold |
63
| – | – | 0.01% | 148 |
|
|
2022
Q4 | $11K | Hold |
63
| – | – | 0.01% | 155 |
|
|
2022
Q3 | $10K | Hold |
63
| – | – | 0.01% | 166 |
|
|
2022
Q2 | $10K | Hold |
63
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $11K | Hold |
63
| – | – | 0.01% | 187 |
|
|
2021
Q4 | $13K | Buy |
+63
| New | +$13K | 0.01% | 165 |
|