Redwood Wealth Management Group’s Schrodinger SDGR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-13,428	Closed	-$240K	–	188
2025 Q4	$240K	Buy	13,428 +361	+3%	+$6.84K	0.1%	160
2025 Q3	$262K	Sell	13,067 -415	-3%	-$8.34K	0.11%	148
2025 Q2	$271K	Sell	13,482 -480	-3%	-$11K	0.12%	146
2025 Q1	$276K	Sell	13,962 -658	-5%	-$14.8K	0.14%	130
2024 Q4	$283K	Buy	14,620 +1,132	+8%	+$22K	0.14%	131
2024 Q3	$250K	Sell	13,488 -545	-4%	-$11.2K	0.12%	141
2024 Q2	$271K	Buy	14,033 +455	+3%	+$10.5K	0.2%	97
2024 Q1	$367K	Sell	13,578 -432	-3%	-$12.1K	0.39%	82
2023 Q4	$502K	Sell	14,010 -150	-1%	-$4.35K	0.56%	50
2023 Q3	$400K	Buy	14,160 +80	+0.6%	+$3.22K	0.47%	67
2023 Q2	$703K	Buy	14,080 +127	+0.9%	+$4.29K	0.78%	36
2023 Q1	$367K	Buy	13,953 +255	+2%	+$6.06K	0.42%	71
2022 Q4	$256K	Buy	+13,698	New	+$284K	0.32%	90