SDWMA
Schneider Downs Wealth Management Advisors’s Alphabet (Google) Class A GOOGL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
7,574
-948
| -11% | -$167K | 0.2% | 55 |
|
|
2025
Q1 | $1.32M | Buy |
8,522
+292
| +4% | +$45.2K | 0.24% | 50 |
|
|
2024
Q4 | $1.56M | Hold |
8,230
| – | – | 0.29% | 47 |
|
|
2024
Q3 | $1.36M | Buy |
8,230
+2,296
| +39% | +$381K | 0.28% | 46 |
|
|
2024
Q2 | $1.08M | Sell |
5,934
-440
| -7% | -$80.1K | 0.24% | 50 |
|
|
2024
Q1 | $962K | Buy |
6,374
+2,351
| +58% | +$355K | 0.22% | 53 |
|
|
2023
Q4 | $562K | Sell |
4,023
-224
| -5% | -$31.3K | 0.15% | 61 |
|
|
2023
Q3 | $556K | Buy |
4,247
+590
| +16% | +$77.2K | 0.13% | 54 |
|
|
2023
Q2 | $438K | Buy |
3,657
+10
| +0.3% | +$1.2K | 0.1% | 68 |
|
|
2023
Q1 | $378K | Sell |
3,647
-800
| -18% | -$83K | 0.08% | 76 |
|
|
2022
Q4 | $392K | Sell |
4,447
-3,402
| -43% | -$300K | 0.09% | 74 |
|
|
2022
Q3 | $751K | Buy |
7,849
+7,326
| +1,401% | +$701K | 0.22% | 42 |
|
|
2022
Q2 | $1.14M | Buy |
523
+11
| +2% | +$24K | 0.32% | 35 |
|
|
2022
Q1 | $1.42M | Sell |
512
-120
| -19% | -$334K | 0.36% | 33 |
|
|
2021
Q4 | $1.83M | Sell |
632
-9
| -1% | -$26.1K | 0.44% | 33 |
|
|
2021
Q3 | $1.71M | Buy |
641
+209
| +48% | +$559K | 0.44% | 30 |
|
|
2021
Q2 | $1.06M | Buy |
432
+18
| +4% | +$44K | 0.27% | 37 |
|
|
2021
Q1 | $854K | Buy |
414
+184
| +80% | +$380K | 0.21% | 41 |
|
|
2020
Q4 | $403K | Sell |
230
-84
| -27% | -$147K | 0.11% | 53 |
|
|
2020
Q3 | $460K | Buy |
314
+23
| +8% | +$33.7K | 0.15% | 50 |
|
|
2020
Q2 | $413K | Buy |
291
+28
| +11% | +$39.7K | 0.14% | 50 |
|
|
2020
Q1 | $306K | Buy |
+263
| New | +$306K | 0.11% | 59 |
|
|
2018
Q4 | – | Sell |
-193
| Closed | -$233K | – | 68 |
|
|
2018
Q3 | $233K | Buy |
+193
| New | +$233K | 0.15% | 51 |
|