United Capital 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 | $460K | Sell |
2,575
-596
| -19% | -$106K | ﹤0.01% | 800 |
|
|
2025
Q1 | $508K | Buy |
3,171
+32
| +1% | +$5.13K | ﹤0.01% | 735 |
|
|
2024
Q4 | $546K | Buy |
3,139
+203
| +7% | +$35.3K | ﹤0.01% | 706 |
|
|
2024
Q3 | $664K | Sell |
2,936
-191
| -6% | -$43.2K | 0.01% | 653 |
|
|
2024
Q2 | $700K | Buy |
3,127
+11
| +0.4% | +$2.46K | 0.01% | 616 |
|
|
2024
Q1 | $797K | Sell |
3,116
-20
| -0.6% | -$5.12K | 0.01% | 614 |
|
|
2023
Q4 | $713K | Buy |
+3,136
| New | +$713K | 0.01% | 638 |
|
|
2023
Q3 | – | Sell |
-3,782
| Closed | -$694K | – | 845 |
|
|
2023
Q2 | $694K | Sell |
3,782
-399
| -10% | -$73.2K | ﹤0.01% | 627 |
|
|
2023
Q1 | $815K | Buy |
4,181
+1,325
| +46% | +$258K | ﹤0.01% | 628 |
|
|
2022
Q4 | $510K | Sell |
2,856
-546
| -16% | -$97.5K | ﹤0.01% | 753 |
|
|
2022
Q3 | $531K | Buy |
3,402
+520
| +18% | +$81.2K | ﹤0.01% | 746 |
|
|
2022
Q2 | $454K | Buy |
2,882
+155
| +6% | +$24.4K | ﹤0.01% | 820 |
|
|
2022
Q1 | $488K | Buy |
2,727
+33
| +1% | +$5.91K | ﹤0.01% | 833 |
|
|
2021
Q4 | $552K | Sell |
2,694
-516
| -16% | -$106K | ﹤0.01% | 828 |
|
|
2021
Q3 | $584K | Sell |
3,210
-1,578
| -33% | -$287K | ﹤0.01% | 819 |
|
|
2021
Q2 | $836K | Buy |
4,788
+448
| +10% | +$78.2K | ﹤0.01% | 736 |
|
|
2021
Q1 | $719K | Buy |
4,340
+39
| +0.9% | +$6.46K | ﹤0.01% | 751 |
|
|
2020
Q4 | $567K | Buy |
4,301
+587
| +16% | +$77.4K | ﹤0.01% | 816 |
|
|
2020
Q3 | $444K | Sell |
3,714
-1,049
| -22% | -$125K | ﹤0.01% | 853 |
|
|
2020
Q2 | $553K | Sell |
4,763
-71
| -1% | -$8.24K | ﹤0.01% | 828 |
|
|
2020
Q1 | $451K | Sell |
4,834
-3,134
| -39% | -$292K | ﹤0.01% | 847 |
|
|
2019
Q4 | $1.14M | Buy |
7,968
+2,378
| +43% | +$340K | 0.01% | 725 |
|
|
2019
Q3 | $689K | Sell |
5,590
-12,287
| -69% | -$1.51M | ﹤0.01% | 844 |
|
|
2019
Q2 | $1.98M | Sell |
17,877
-1,146
| -6% | -$127K | 0.01% | 623 |
|
|
2019
Q1 | $1.83M | Sell |
19,023
-10,845
| -36% | -$1.04M | 0.01% | 605 |
|
|
2018
Q4 | $2.42M | Sell |
29,868
-3,528
| -11% | -$286K | 0.02% | 517 |
|
|
2018
Q3 | $2.97M | Sell |
33,396
-1,238
| -4% | -$110K | 0.02% | 530 |
|
|
2018
Q2 | $2.8M | Sell |
34,634
-722
| -2% | -$58.3K | 0.02% | 521 |
|
|
2018
Q1 | $2.49M | Sell |
35,356
-2,166
| -6% | -$152K | 0.02% | 536 |
|
|
2017
Q4 | $2.61M | Sell |
37,522
-409
| -1% | -$28.4K | 0.02% | 531 |
|
|
2017
Q3 | $2.5M | Buy |
37,931
+10,890
| +40% | +$719K | 0.02% | 525 |
|
|
2017
Q2 | $1.69M | Buy |
27,041
+1,493
| +6% | +$93.4K | 0.02% | 623 |
|
|
2017
Q1 | $1.47M | Buy |
25,548
+1,256
| +5% | +$72.5K | 0.01% | 641 |
|
|
2016
Q4 | $1.27M | Buy |
24,292
+1,430
| +6% | +$74.5K | 0.01% | 682 |
|
|
2016
Q3 | $1.05M | Sell |
22,862
-691
| -3% | -$31.6K | 0.01% | 760 |
|
|
2016
Q2 | $942K | Buy |
23,553
+17,267
| +275% | +$691K | 0.01% | 751 |
|
|
2016
Q1 | $261K | Sell |
6,286
-334
| -5% | -$13.9K | ﹤0.01% | 1038 |
|
|
2015
Q4 | $278K | Sell |
6,620
-260
| -4% | -$10.9K | ﹤0.01% | 1040 |
|
|
2015
Q3 | $281K | Sell |
6,880
-85
| -1% | -$3.47K | ﹤0.01% | 1072 |
|
|
2015
Q2 | $239K | Buy |
6,965
+186
| +3% | +$6.38K | ﹤0.01% | 1133 |
|
|
2015
Q1 | $260K | Buy |
+6,779
| New | +$260K | ﹤0.01% | 1105 |
|