SDWMA
Schneider Downs Wealth Management Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Sell |
27,242
-1,726
| -6% | -$354K | 0.84% | 26 |
|
|
2025
Q1 | $6.43M | Buy |
28,968
+127
| +0.4% | +$28.2K | 1.17% | 21 |
|
|
2024
Q4 | $7.22M | Sell |
28,841
-677
| -2% | -$170K | 1.36% | 19 |
|
|
2024
Q3 | $6.88M | Sell |
29,518
-9,907
| -25% | -$2.31M | 1.41% | 17 |
|
|
2024
Q2 | $8.3M | Sell |
39,425
-1,003
| -2% | -$211K | 1.85% | 13 |
|
|
2024
Q1 | $6.93M | Buy |
40,428
+11,477
| +40% | +$1.97M | 1.6% | 17 |
|
|
2023
Q4 | $5.57M | Buy |
28,951
+192
| +0.7% | +$37K | 1.45% | 20 |
|
|
2023
Q3 | $4.92M | Buy |
28,759
+253
| +0.9% | +$43.3K | 1.14% | 19 |
|
|
2023
Q2 | $5.53M | Buy |
28,506
+107
| +0.4% | +$20.8K | 1.26% | 18 |
|
|
2023
Q1 | $4.68M | Sell |
28,399
-590
| -2% | -$97.3K | 0.96% | 20 |
|
|
2022
Q4 | $3.77M | Sell |
28,989
-5,575
| -16% | -$724K | 0.83% | 20 |
|
|
2022
Q3 | $4.78M | Sell |
34,564
-3,663
| -10% | -$506K | 1.4% | 14 |
|
|
2022
Q2 | $5.23M | Sell |
38,227
-294
| -0.8% | -$40.2K | 1.46% | 14 |
|
|
2022
Q1 | $6.73M | Sell |
38,521
-1,991
| -5% | -$348K | 1.71% | 14 |
|
|
2021
Q4 | $7.19M | Buy |
40,512
+168
| +0.4% | +$29.8K | 1.72% | 12 |
|
|
2021
Q3 | $5.71M | Buy |
40,344
+2,486
| +7% | +$352K | 1.47% | 12 |
|
|
2021
Q2 | $5.19M | Buy |
37,858
+303
| +0.8% | +$41.5K | 1.34% | 14 |
|
|
2021
Q1 | $4.59M | Buy |
37,555
+2,921
| +8% | +$357K | 1.12% | 15 |
|
|
2020
Q4 | $4.6M | Sell |
34,634
-5,301
| -13% | -$703K | 1.28% | 12 |
|
|
2020
Q3 | $4.63M | Buy |
39,935
+30,358
| +317% | +$3.52M | 1.55% | 11 |
|
|
2020
Q2 | $3.49M | Buy |
9,577
+2,666
| +39% | +$973K | 1.19% | 13 |
|
|
2020
Q1 | $1.76M | Buy |
6,911
+1,890
| +38% | +$480K | 0.64% | 22 |
|
|
2019
Q4 | $1.47M | Sell |
5,021
-315
| -6% | -$92.5K | 0.44% | 21 |
|
|
2019
Q3 | $1.2M | Sell |
5,336
-149
| -3% | -$33.4K | 0.37% | 23 |
|
|
2019
Q2 | $1.09M | Buy |
5,485
+153
| +3% | +$30.3K | 0.38% | 25 |
|
|
2019
Q1 | $1.01M | Sell |
5,332
-150
| -3% | -$28.5K | 0.38% | 23 |
|
|
2018
Q4 | $865K | Sell |
5,482
-1,393
| -20% | -$220K | 0.37% | 23 |
|
|
2018
Q3 | $1.55M | Buy |
6,875
+1,606
| +30% | +$363K | 0.98% | 14 |
|
|
2018
Q2 | $975K | Sell |
5,269
-1,648
| -24% | -$305K | 0.65% | 16 |
|
|
2018
Q1 | $1.16M | Buy |
6,917
+4,397
| +174% | +$737K | 0.65% | 15 |
|
|
2017
Q4 | $426K | Hold |
2,520
| – | – | 0.25% | 23 |
|
|
2017
Q3 | $388K | Sell |
2,520
-246
| -9% | -$37.9K | 0.25% | 26 |
|
|
2017
Q2 | $398K | Sell |
2,766
-1,311
| -32% | -$189K | 0.26% | 27 |
|
|
2017
Q1 | $586K | Sell |
4,077
-39
| -0.9% | -$5.61K | 0.4% | 21 |
|
|
2016
Q4 | $477K | Sell |
4,116
-317
| -7% | -$36.7K | 0.32% | 19 |
|
|
2016
Q3 | $501K | Buy |
4,433
+682
| +18% | +$77.1K | 0.32% | 17 |
|
|
2016
Q2 | $359K | Buy |
3,751
+56
| +2% | +$5.36K | 0.24% | 22 |
|
|
2016
Q1 | $403K | Sell |
3,695
-232
| -6% | -$25.3K | 0.28% | 19 |
|
|
2015
Q4 | $413K | Buy |
+3,927
| New | +$413K | 0.48% | 17 |
|