SDWMA
Schneider Downs Wealth Management Advisors’s Liberty Broadband Class C LBRDK Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $265K | Sell |
2,697
-9
| -0.3% | -$885 | 0.04% | 125 |
|
2025
Q1 | $230K | Hold |
2,706
| – | – | 0.04% | 130 |
|
2024
Q4 | $202K | Hold |
2,706
| – | – | 0.04% | 135 |
|
2024
Q3 | $209K | Buy |
+2,706
| New | +$209K | 0.04% | 135 |
|
2024
Q1 | – | Sell |
-2,706
| Closed | -$218K | – | 141 |
|
2023
Q4 | $218K | Hold |
2,706
| – | – | 0.06% | 109 |
|
2023
Q3 | $247K | Hold |
2,706
| – | – | 0.06% | 94 |
|
2023
Q2 | $217K | Hold |
2,706
| – | – | 0.05% | 106 |
|
2023
Q1 | $221K | Hold |
2,706
| – | – | 0.05% | 105 |
|
2022
Q4 | $206K | Sell |
2,706
-115
| -4% | -$8.77K | 0.05% | 107 |
|
2022
Q3 | $208K | Buy |
2,821
+17
| +0.6% | +$1.25K | 0.06% | 124 |
|
2022
Q2 | $324K | Buy |
2,804
+20
| +0.7% | +$2.31K | 0.09% | 93 |
|
2022
Q1 | $377K | Hold |
2,784
| – | – | 0.1% | 90 |
|
2021
Q4 | $449K | Sell |
2,784
-15
| -0.5% | -$2.42K | 0.11% | 86 |
|
2021
Q3 | $483K | Buy |
2,799
+15
| +0.5% | +$2.59K | 0.12% | 80 |
|
2021
Q2 | $483K | Hold |
2,784
| – | – | 0.13% | 75 |
|
2021
Q1 | $418K | Sell |
2,784
-228
| -8% | -$34.2K | 0.1% | 78 |
|
2020
Q4 | $477K | Sell |
3,012
-393
| -12% | -$62.2K | 0.13% | 48 |
|
2020
Q3 | $486K | Hold |
3,405
| – | – | 0.16% | 47 |
|
2020
Q2 | $422K | Hold |
3,405
| – | – | 0.14% | 48 |
|
2020
Q1 | $377K | Hold |
3,405
| – | – | 0.14% | 51 |
|
2019
Q4 | $428K | Hold |
3,405
| – | – | 0.13% | 40 |
|
2019
Q3 | $356K | Hold |
3,405
| – | – | 0.11% | 39 |
|
2019
Q2 | $355K | Hold |
3,405
| – | – | 0.12% | 44 |
|
2019
Q1 | $312K | Buy |
+3,405
| New | +$312K | 0.12% | 47 |
|