Wealthfront Advisers’s CDW CDW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Buy |
8,257
+3,162
| +62% | +$565K | ﹤0.01% | 618 |
|
|
2025
Q1 | $817K | Sell |
5,095
-354
| -6% | -$56.7K | ﹤0.01% | 698 |
|
|
2024
Q4 | $948K | Sell |
5,449
-600
| -10% | -$104K | ﹤0.01% | 675 |
|
|
2024
Q3 | $1.37M | Sell |
6,049
-6,109
| -50% | -$1.38M | ﹤0.01% | 589 |
|
|
2024
Q2 | $2.72M | Buy |
12,158
+3,212
| +36% | +$719K | 0.01% | 405 |
|
|
2024
Q1 | $2.29M | Buy |
8,946
+3,047
| +52% | +$779K | 0.01% | 456 |
|
|
2023
Q4 | $1.34M | Buy |
5,899
+539
| +10% | +$123K | 0.01% | 540 |
|
|
2023
Q3 | $1.08M | Buy |
5,360
+227
| +4% | +$45.8K | ﹤0.01% | 539 |
|
|
2023
Q2 | $942K | Sell |
5,133
-7,178
| -58% | -$1.32M | ﹤0.01% | 568 |
|
|
2023
Q1 | $2.4M | Buy |
12,311
+12
| +0.1% | +$2.34K | 0.01% | 380 |
|
|
2022
Q4 | $2.2M | Buy |
12,299
+7,916
| +181% | +$1.41M | 0.01% | 386 |
|
|
2022
Q3 | $684K | Buy |
4,383
+296
| +7% | +$46.2K | ﹤0.01% | 544 |
|
|
2022
Q2 | $644K | Buy |
4,087
+170
| +4% | +$26.8K | ﹤0.01% | 549 |
|
|
2022
Q1 | $701K | Buy |
3,917
+121
| +3% | +$21.7K | ﹤0.01% | 575 |
|
|
2021
Q4 | $777K | Buy |
3,796
+242
| +7% | +$49.5K | ﹤0.01% | 523 |
|
|
2021
Q3 | $647K | Buy |
3,554
+524
| +17% | +$95.4K | ﹤0.01% | 530 |
|
|
2021
Q2 | $529K | Buy |
3,030
+43
| +1% | +$7.51K | ﹤0.01% | 517 |
|
|
2021
Q1 | $495K | Buy |
2,987
+506
| +20% | +$83.9K | ﹤0.01% | 464 |
|
|
2020
Q4 | $327K | Buy |
2,481
+473
| +24% | +$62.3K | ﹤0.01% | 487 |
|
|
2020
Q3 | $240K | Buy |
2,008
+43
| +2% | +$5.14K | ﹤0.01% | 486 |
|
|
2020
Q2 | $228K | Sell |
1,965
-1,214
| -38% | -$141K | ﹤0.01% | 484 |
|
|
2020
Q1 | $297K | Sell |
3,179
-1,289
| -29% | -$120K | ﹤0.01% | 394 |
|
|
2019
Q4 | $638K | Buy |
+4,468
| New | +$638K | ﹤0.01% | 380 |
|