Wealth Enhancement Advisory Services’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.62M | Sell |
8,910
-3,916
| -31% | -$713K | ﹤0.01% | 1466 |
|
|
2025
Q1 | $2.06M | Buy |
12,826
+858
| +7% | +$138K | ﹤0.01% | 1231 |
|
|
2024
Q4 | $2.08M | Buy |
11,968
+5,301
| +80% | +$923K | ﹤0.01% | 1167 |
|
|
2024
Q3 | $1.51M | Buy |
6,667
+451
| +7% | +$102K | ﹤0.01% | 1189 |
|
|
2024
Q2 | $1.39M | Sell |
6,216
-41,276
| -87% | -$9.24M | ﹤0.01% | 1142 |
|
|
2024
Q1 | $12.1M | Sell |
47,492
-531
| -1% | -$136K | 0.03% | 421 |
|
|
2023
Q4 | $10.9M | Sell |
48,023
-2,395
| -5% | -$544K | 0.03% | 412 |
|
|
2023
Q3 | $10.2M | Buy |
50,418
+33,115
| +191% | +$6.68M | 0.03% | 405 |
|
|
2023
Q2 | $3.18M | Buy |
17,303
+15,187
| +718% | +$2.79M | 0.03% | 162 |
|
|
2023
Q1 | $412K | Buy |
+2,116
| New | +$412K | ﹤0.01% | 403 |
|
|
2022
Q4 | – | Sell |
-8,563
| Closed | -$1.37M | – | 328 |
|
|
2022
Q3 | $1.37M | Buy |
+8,563
| New | +$1.37M | 0.02% | 206 |
|
|
2022
Q2 | – | Sell |
-11,843
| Closed | -$2.12M | – | 333 |
|
|
2022
Q1 | $2.12M | Buy |
11,843
+437
| +4% | +$78.2K | 0.03% | 189 |
|
|
2021
Q4 | $2.14M | Buy |
+11,406
| New | +$2.14M | 0.03% | 168 |
|
|
2020
Q1 | – | Sell |
-18,722
| Closed | -$2.67M | – | 224 |
|
|
2019
Q4 | $2.67M | Buy |
+18,722
| New | +$2.67M | 0.09% | 90 |
|