SDWMA
Schneider Downs Wealth Management Advisors’s Alphabet (Google) Class C GOOG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $935K | Sell |
5,270
-120
| -2% | -$21.3K | 0.14% | 65 |
|
|
2025
Q1 | $842K | Buy |
5,390
+449
| +9% | +$70.1K | 0.15% | 60 |
|
|
2024
Q4 | $941K | Hold |
4,941
| – | – | 0.18% | 59 |
|
|
2024
Q3 | $826K | Buy |
4,941
+1,457
| +42% | +$244K | 0.17% | 59 |
|
|
2024
Q2 | $639K | Hold |
3,484
| – | – | 0.14% | 61 |
|
|
2024
Q1 | $530K | Buy |
+3,484
| New | +$530K | 0.12% | 73 |
|
|
2022
Q4 | – | Sell |
-5,586
| Closed | -$537K | – | 130 |
|
|
2022
Q3 | $537K | Buy |
5,586
+5,273
| +1,685% | +$507K | 0.16% | 60 |
|
|
2022
Q2 | $685K | Buy |
313
+109
| +53% | +$239K | 0.19% | 57 |
|
|
2022
Q1 | $570K | Sell |
204
-111
| -35% | -$310K | 0.15% | 70 |
|
|
2021
Q4 | $911K | Buy |
315
+3
| +1% | +$8.68K | 0.22% | 52 |
|
|
2021
Q3 | $832K | Buy |
312
+150
| +93% | +$400K | 0.21% | 54 |
|
|
2021
Q2 | $406K | Hold |
162
| – | – | 0.11% | 81 |
|
|
2021
Q1 | $335K | Buy |
+162
| New | +$335K | 0.08% | 86 |
|