United Capital Financial Advisors’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $460K | Sell |
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|
2025
Q1 | $508K | Buy |
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|
2024
Q4 | $546K | Buy |
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|
2024
Q3 | $664K | Sell |
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|
2024
Q2 | $700K | Buy |
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|
2024
Q1 | $797K | Sell |
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|
2023
Q4 | $713K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $694K | Sell |
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|
2023
Q1 | $815K | Buy |
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|
2022
Q4 | $510K | Sell |
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|
2022
Q3 | $531K | Buy |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $488K | Buy |
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|
2021
Q4 | $552K | Sell |
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|
2021
Q3 | $584K | Sell |
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|
2021
Q2 | $836K | Buy |
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|
2021
Q1 | $719K | Buy |
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|
2020
Q4 | $567K | Buy |
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|
2020
Q3 | $444K | Sell |
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|
2020
Q2 | $553K | Sell |
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|
2020
Q1 | $451K | Sell |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $689K | Sell |
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|
2019
Q2 | $1.98M | Sell |
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|
2019
Q1 | $1.83M | Sell |
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|
2018
Q4 | $2.42M | Sell |
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|
2018
Q3 | $2.97M | Sell |
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|
2018
Q2 | $2.8M | Sell |
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|
2018
Q1 | $2.49M | Sell |
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|
2017
Q4 | $2.61M | Sell |
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|
2017
Q3 | $2.5M | Buy |
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|
2017
Q2 | $1.69M | Buy |
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|
2017
Q1 | $1.47M | Buy |
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|
2016
Q4 | $1.26M | Buy |
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|
2016
Q3 | $1.04M | Sell |
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|
2016
Q2 | $942K | Buy |
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|
2016
Q1 | $261K | Sell |
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|
2015
Q4 | $278K | Sell |
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|
2015
Q3 | $281K | Sell |
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|
2015
Q2 | $239K | Buy |
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|
2015
Q1 | $260K | Buy |
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