CSWM
Cassady Schiller Wealth Management’s Cintas CTAS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $4.47M | Sell |
24,458
-69
| -0.3% | -$12.6K | 1.64% | 11 |
|
|
2024
Q3 | $5.05M | Buy |
24,527
+18,395
| +300% | +$3.79M | 1.85% | 10 |
|
|
2024
Q2 | $4.29M | Hold |
6,132
| – | – | 1.74% | 11 |
|
|
2024
Q1 | $4.21M | Buy |
6,132
+166
| +3% | +$114K | 1.88% | 9 |
|
|
2023
Q4 | $3.6M | Hold |
5,966
| – | – | 1.8% | 12 |
|
|
2023
Q3 | $2.87M | Sell |
5,966
-50
| -0.8% | -$24.1K | 1.59% | 12 |
|
|
2023
Q2 | $2.99M | Sell |
6,016
-80
| -1% | -$39.8K | 1.62% | 12 |
|
|
2023
Q1 | $2.82M | Hold |
6,096
| – | – | 1.33% | 13 |
|
|
2022
Q4 | $2.75M | Sell |
6,096
-250
| -4% | -$113K | 1.69% | 11 |
|
|
2022
Q3 | $2.46M | Sell |
6,346
-287
| -4% | -$111K | 1.42% | 13 |
|
|
2022
Q2 | $2.48M | Hold |
6,633
| – | – | 1.3% | 15 |
|
|
2022
Q1 | $2.82M | Buy |
6,633
+4,093
| +161% | +$1.74M | 1.36% | 15 |
|
|
2021
Q4 | $1.13M | Buy |
+2,540
| New | +$1.13M | 0.68% | 30 |
|