CSWM
Cassady Schiller Wealth Management’s Fifth Third Bancorp FITB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $867K | Sell |
20,501
-1,630
| -7% | -$68.9K | 0.32% | 49 |
|
|
2024
Q3 | $948K | Sell |
22,131
-598
| -3% | -$25.6K | 0.35% | 46 |
|
|
2024
Q2 | $829K | Buy |
22,729
+2,313
| +11% | +$84.4K | 0.34% | 48 |
|
|
2024
Q1 | $760K | Sell |
20,416
-2,281
| -10% | -$84.9K | 0.34% | 49 |
|
|
2023
Q4 | $784K | Sell |
22,697
-13,619
| -38% | -$471K | 0.39% | 42 |
|
|
2023
Q3 | $920K | Sell |
36,316
-237
| -0.6% | -$6K | 0.51% | 42 |
|
|
2023
Q2 | $958K | Sell |
36,553
-5,647
| -13% | -$148K | 0.52% | 42 |
|
|
2023
Q1 | $1.12M | Buy |
42,200
+4,839
| +13% | +$129K | 0.53% | 36 |
|
|
2022
Q4 | $1.23M | Sell |
37,361
-4,783
| -11% | -$157K | 0.75% | 32 |
|
|
2022
Q3 | $1.35M | Buy |
42,144
+38
| +0.1% | +$1.22K | 0.78% | 29 |
|
|
2022
Q2 | $1.42M | Buy |
42,106
+1,249
| +3% | +$42K | 0.74% | 27 |
|
|
2022
Q1 | $1.76M | Buy |
40,857
+6,707
| +20% | +$289K | 0.85% | 23 |
|
|
2021
Q4 | $1.49M | Buy |
+34,150
| New | +$1.49M | 0.9% | 26 |
|